CLINIC HQ

8.7.2. Email High-Risk Waivers

Email High-Risk Waivers

First, it should be noted to use these tools, your clinic must be using Patient Flow. These tools are only available in Patient Flow.

In HQ, we have automated the process of collecting high-risk waivers. We offer workflows to offer the high-risk waiver to the owner and have them accept it or decline it. The two workflows include verbal (see previous section) and email.

Using the email workflow option, you will email a High-Risk Waiver to the client to sign. The High-Risk Waiver is customized to include the specific reasons for the high-risk waiver. Here are the steps to obtain a high-risk waiver by email.

Steps to Issue an Email High-Risk Waiver

  1. From Patient Flow, click on Exam & Premed screen, in ‘Exam’ column, click the Normal button. This button is the path to everything related to the exam of an animal.
  2. From the Exam screen, click Request High-Risk Waiver button.
  • Next, click the reasons for requesting the high-risk waiver. If the reason is ‘Other’, there is a text box on this screen to specify findings. Once finished, click Done at the bottom of the screen.
  • Next, click the reasons for requesting the high-risk waiver. If the reason is ‘Other’, there is a text box on this screen to specify findings. Once finished, click the ‘Done’ button at the bottom of the screen.
  1. Once the Request High-Risk Waiver button has been clicked, the patient is put under the HRW tab in Patient Flow. In HRW tab, the reason(s) for the requested high-risk waiver are noted under the patient and highlighted in yellow to the right under the Action column.
  2. Select the Email button on the right in the Action column.
  3. The High-Risk Waiver will automatically be emailed to the owner. It is essential to ensure the owner has an email in the Clinic HQ System for this workflow to be successful. You may consider obtaining a verbal high-risk waiver if the client does not have an email address available.
  4. The client will sign the waiver to accept the high-risk waiver. To decline it, however, the client will select the “Options” button and Decline to Sign.

Note: Your clinic sets up ‘High-Risk Waiver Reasons’ in Settings> Medical Notes. They are highly customizable. See the instructions here for setting them up.

Note: You will set up your High-Risk Waiver Email’ in Settings

Here is our suggested template for the High-Risk Waiver. Download and edit it in Microsoft Word to drop in your logo and clinic name. Download Template (follow link and open HQ Templates.)
To learn how to upload it to Settings, click here.

By signing the waiver, the owner accepts the waiver and gives permission to proceed with the surgery. After the owner signs it, the following will happen.:

  • Turn the HRW tag green in all places to indicate it was accepted.
  • Upload a copy of the animal’s record in documents.
  • HQ will then remove the patient from the HRW screen.

If the owner declines the high-risk waiver, the HRW tag will turn red and the surgery will be declined. HQ will also input the reason for the declined surgery as the Owner declined the High-Risk Waiver.