There are two types of High Risk Waivers and each require their own setup. Follow these instructions to set each up.
First, it should be noted to use these tools, your clinic must be using Patient Flow. These tools are only available in Patient Flow.
Verbal High Risk Waiver Setup
1. Go to Settings > High Risk Waiver Setup
2. Click Load Default Template, and edit template to suit your clinic and click “Save Changes” button.
3. If you’d like HQ to require the “Witness Name” field be filled out before being able to process a High Risk Waiver, tick the setting “Witness Is Required.”
4. Go to Settings > Medical Notes > HIGH RISK WAIVERS TRIGGERED NOTES section.
5. Click Add Item and select the High Risk Waiver item. Enter the description in the “Client Communication Field” here. This will populate the Script for the verbal High Risk Waiver. To better understand how this part works, click here.
Email High Risk Waiver Setup
This method relies on a template tagged as your clinic’s High Risk Waiver (noted in HQ as “HRW”). To set this method up, follow these instructions.
1. Go to Templates and upload your clinic’s High Risk Waiver. Be sure to tag it as a “High Risk Waiver.” Note: You can only have one High Risk Waiver, but you can have numerous reasons that changed based on the patient’s issues.
We recommend using this one: Download Template (follow link and open HQ Templates.). You can download it, change the logo and other clinic details, and add or subtract anything you like.
2. Go to Settings > Medical Notes > HIGH RISK WAIVERS TRIGGERED NOTES section.
3. Click Add Item and select the High Risk Waiver item. Enter the description in the “Client Communication Field” here. This will populate the Script for the verbal High Risk Waiver. To better understand how this part works, click here.
