Adding a privacy policy consent box to forms

To add this important feature to forms on your website please follow these 10 simple steps:

Step one

Login to your surgery website and go to Dashboard.

Step two

On the left hand menu of the Dashboard select Forms. This will take you to a list of all the forms that you have active/inactive on your website as you can see below.

To add the consent notice and tick box to the forms you will need to edit each form in turn.

Step three

In this example we will amend the ‘Patient Feedback’ form. Click Edit by hovering the cursor over the ‘Patient Feedback’ form title.

This will take you to the where the components of the form can be edited.

Step four

Next select Advanced Fields from the menu on the right hand side of the page. This will reveal several different form functions (see screenshot below).

Click on the Consent button. This will automatically place the consent field (including the consent tick box) to the bottom of the form.

Step five

To edit this new Consent field click on the downward facing arrow at the top of this field box.

Step six

Now the full Consent field is open fill in the Description text box with our recommended text below or you can create your own statement if preferred:

Please note that no medical information or questions will be responded to. The data you supply on this form will be stored on our website, which is hosted by a third party, until it has been processed by the practice. The data will be used lawfully, in accordance with the Data Protection Act 2018, which gives you the right to know what information is held about you, and sets out rules to make sure that this information is handled properly. The practice privacy policy can be viewed on this website.

Tick the Required box under Rules at the bottom of this consent field as this will ensure that the statement has been read before the form can be submitted.

Now you can save the form by clicking on the Update blue box on the right hand side of the screen.

Step seven

To preview the form, scroll to the top of the page and click on Preview.

This will open up a basic view of the form in a new browser tab. You can see the changes you have made at the bottom of the preview page.

You will see that the Consent tick box has been placed above the Privacy statement by default however you can change this so that the tick is placed under the statement. To change this close the preview window, this will take you back to the editing screen for the Patient Feedback form.

Step eight

Scroll to the bottom of the page and click on the Consent field. This will open the field up for editing. In the centre of the field you will see three tabs titled General, Appearance and Advanced. Click on the Appearance tab.

Step nine

Next click the Description Placement box. This will give you two options to have the Privacy statement Above or Below the Consent tick box. Select Above Inputs and then Save the changes by clicking the blue button on the right hand side of the screen.

Step ten

Scroll to the top of the screen and click Preview. This will now show you that the Privacy statement has been placed at the top of the Consent tick box.

Close the preview window and return to the forms page where you can edit all your forms in the same way.