Scanning Consent for Clinic Schedulers (Intranet)

Surgical and procedural consents obtained in clinics must be scanned into the chart in a timely, consistent manner. A new process has been successfully piloted and is now recommended for all clinic areas.

The new Tip Sheet may be found on the Epic@UNC Training Library and the directions are clearly outlined. However, if your clinic needs additional assistance or support, contact Kate Engleson ( to schedule a support visit.

Timely document scanning ensures that all required documentation is complete and available before the day of surgery to avoid expensive delays. A consistent location ensures that the scanned consent is located with the correct surgical encounter in the patient’s medical record to facilitate release of medical information.

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