Hey ​@Kirstie T! Welcome to the Community  

I just wanted to share that you can try to create a consent‐only form (no treatment plan) by stripping out the default Estimate design and pasting in a custom stylesheet. See if this works for you:

1. Edit or create your consent template

   • Go to Settings > Templates > Estimates and either click New Template or select an existing consent/estimate to edit  .

   • Give it a clear name (e.g. “Consent Only – Extraction”) and fill in your body text, terms, footer, etc.

2. Open the Styling section

   • Scroll to the bottom and expand Template styling. 

3. Replace the CSS

   • Delete whatever’s there, and paste in this entire block:

.logo{width:200px}
html{font-family:Helvetica, Arial, Verdana, sans-serif}
h2{display:none;font-size:14pt;margin:10px 0}
h3{font-size:12pt;margin:5px 0}
header{border-bottom:2px solid #000;margin-top:0.3cm;overflow:hidden;padding-bottom:10px}
p,div,span,td,th{font-size:9pt;line-height:12pt}
.practice-address{float:right;font-size:11pt;line-height:14pt;min-height:115px;margin:0;padding:0;text-align:right;width:300px}
.practice-address .practitioner{display:none}
.company{font-weight:bold}
.patient-address{float:left;margin:0.7cm 0 20px 0cm;min-height:115px;width:250px}
.patient-address .date{display:none}
#estimate-details{float:right;margin:0.7cm 0 20px 0;text-align:right;width:200px}
#estimate-details h3{font-size:12pt}
#estimate-details h2{text-transform:uppercase}
#estimate-details h2,#estimate-details h3{font-weight:normal;margin:10px 0}
#estimate-body{clear:both}
#estimate-body>.salutation,#estimate-body>.text{padding-bottom:0.3cm}
#estimate-table{clear:both;margin:1em 0}
#estimate-table tbody tr:nth-child(even) td,#estimate-table tbody tr:nth-child(even) th{display:none;background-color:#f5f5f5}
#estimate-table tbody tr.appointment-title td{display:none;background-color:transparent}
#estimate-table td.item-r,#estimate-table th.item-r{display:none;text-align:right}
#estimate-table td.item-l,#estimate-table th.item-l{text-align:left;white-space:normal;display:none}
#estimate-table td.total{display:none;font-weight:bold;text-align:right;font-size:0pt}
#estimate-table tr.odd{display:none;background:#EEE}
#estimate-table tfoot{display:none;border-top:solid 1px #444}
#estimate-table tfoot td{display:none;padding-top:0.3cm}
#estimate-table td{margin:0;padding:2px 5px 2px 5px;vertical-align:top;display:none}
#estimate-table th{display:none;background:#FFF;border-bottom:solid 1px #444;font-weight:bold;padding:1px 2px 0 5px;text-align:left;white-space:nowrap}
table#estimate-table{border-collapse:collapse;clear:both;width:100%;display:none}
.nhs-total,.private-total{font-size:0;display:none}
#footnote,#terms{margin:5px 0;font-weight:bold}
#signature,#date-signed{margin:10px 0;width:50%}
#signature{float:left}
#date-signed{float:right}
.nhs-terms{display:none}
.totals{display:none}

3. Save and activate

   • Click Save. Your template will now only render your header, body text, terms and the signature/date fields. Everything else (including the treatment plan section) is hidden.

4. Use & sign on iPad

   • Back in the patient’s Chart, click Create Estimate, choose your new “Consent Only” template, then open the PDF on your iPad via the Portal or Concierge app for digital signing.

You should be able to get a clean consent form with no attached treatment plan, ready for your iPad signing workflow! Let me know if it works! 

You can use the exact same “Estimate → sign on iPad” workflow whether you want a pure consent form, a treatment-plan acceptance, or a combined consent + plan document. The key is that Dentally only signs “Estimates,” so:

• For a plain consent form (no plan): you strip out the table via the CSS trick I shared.

• For a consent + treatment-plan form: just leave the table in place.

• For a treatment-plan acceptance only: use your standard estimate template with the items and fees.

So there isn’t a separate “Consent” document type at the moment. I’ll share this with our Product team so they’re aware! Anything you build as an Estimate can be signed, whether it contains treatment-plan details or not. Does that clear things up?

Hi Saymon 

That is brilliant. We were almost there but didnt know about the CSS.

Thank you so much for your help I shall go ahead and try that straight away 

Hi Saymon,

Me again, just wanted to let you know that I have followed your instructions and it worked a treat!! Many thanks for your help. Hope you have a lovely afternoon 

Thanks ​@Saymon, I have done this and works brillantly. How does it knowwhich logo to pick up. I am a multisite. When i change to myother practice is doesnt change on preview. 

Hi ​@RegentStreet85,

That’s great! So, when you’re in Settings → Templates → Estimates (or Letters) in the core Dentally app, the Preview you see in that editor is a global mock-up that always uses your primary site’s logo, it won’t switch dynamically when you change the “Location” filter in Settings . That filter simply controls which templates you’re viewing or editing per site, not the logo shown in the in-editor preview.

In reality, when you Generate an Estimate from a patient’s chart, Dentally pulls the logo from the Brand you’ve configured for that site in the Portal Admin (Portal dashboard → Customise → Brands → Sites tab) . So:

• Editor Preview (Settings → Templates) always shows your default logo.

• Actual PDF (Chart → Create Estimate) uses the logo from the Brand assigned to that practice site.

To see the other site’s logo in action, make sure you’ve:

1. Added or overridden the logo under Portal Admin → Customise → Brands for that site.

2. Generated the Estimate from a patient record in that site.

Let me know if it’s clear! 

Yer this doesnt alter on our system. I have logged with support as no matter which practice i create an estimate on it just uses the default all the time 

Do you all mind sharing some screenshots or a PDF of your consent form, I’m cusious to see the output without trying all the above.

Something I asked for when we joined Dentally 2 years ago, was the ability for multiple signatures on a consent form.  Our referral NHS contract requires the signature of the surgeon as well as the patient and we are currently not complying with our ICB because we cant put two signatures one form.  Is there any way to achieve that?

Is there a way of putting tick boxes into these consent forms. 

For example we have a photography consent form but would like patients to be able to tick the options within it

Hey ​@Sarah Salisbury! You can try adding the tick-boxes in a super-simple way by using empty squares, you don’t have to touch CSS at all:
    1.    Open your consent template: Settings → Templates → Estimates.
    2.    Click the <> (Source/HTML) button so you’re editing raw HTML.
    3.    Paste something like this into the body of the template:

<h3>Photography consent</h3>

<p>☐  I consent to intra-oral photographs</p>
<p>☐  I consent to extra-oral photographs</p>
<p>☐  I consent to marketing use of images</p>

Those “☐” symbols are just standard Unicode characters, so every PDF renderer should show them fine.

​@BCDC2023 You’re right! Dentally’s native signing widget only captures one electronic signature per document right now. I’m bringing in Amy one of our product managers to see if it’s something we are looking into, she may reach out to you. I’ve seen a couple of other cases of practices asking for this so you’re not alone! 

A few workarounds that come to mind would be for example adding a blank “Clinician signature” line under the patient’s, hand the iPad back to the clinician after the patient signs, then press Done. Both scrawls end up in one file.

Or potentially you could generate a second estimate (label it “Clinician sign-off”), sign it yourself, and archive it alongside the patient-signed consent. 

​@RegentStreet85 let me know if you managed to solve this, happy to help! 

Thank you ​@Saymon, really helpful.

So I have added the tick boxes however when I bring the consent form up on the concierge app- it will only let patients sign and not draw on the PDF?

Any ideas?

Hey ​@Sarah Salisbury!

You’re right, it’s not possible anymore to draw on the PDF. This is something that was changed quite some time ago, so those checkboxes are not very useful this way.

There’s a workaround that I’ve tested which does have quite a few steps but It’s worth a try:

We’re going to use custom fields, specifically one of the first two. Head to Settings → Practice → Other → Custom Fields & Charting and either create a new custom field and drag it to position 1 or 2, otherwise rename Additional field 1 and Additional field 2 (if you can and they’re not already in use), I called mine:

“Photography – intra-oral?” and “Photography – marketing?”.

Next, while the patient’s still in the chair you can ask something like: “Before I generate the consent, can I confirm you’re happy for us to take intra-oral photos and to use them for marketing (or whatever is your use case)?”

then Nurse/dentist flips the two drop-downs (or types Yes/No) on the Details tab (on the patient record go to Details → you’ll see the two new boxes; pop in Yes or No and hit Save.)

Then finally, you generate the consent and drop the tags into your stripped-down consent template. Something like this for example:

npatient_custom_field_1]  I consent to intra-oral photographs  
lpatient_custom_field_2]  I consent to marketing use of images

Now you are able to generate the estimate & hand the iPad over. The PDF now shows the Yes/No answers you just set and the patient only has to sign once. 

This way patient choices are printed on the signed document.

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I’m passing this feature request to our Product team to have proper tap-to-tick checkboxes (and multisignature) in Portal forms. I can totally see how helpful that would be. I’ll tell our team to reach out to you if they want to know more about this 

Hope that workaround gets you up and running in the meantime!