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Clinical Consent Forms & e-Signature — Procedure-linked consent templates with dynamic patient/procedure/practitioner fields, — 1/1Illustrative preview

Procedure-linked consent templates with dynamic patient/procedure/practitioner fields,

patient and witness e-signature capture, and a full audit trail. A build-to-order Odoo module

ECOSIRE designs, installs, and supports for your clinic or hospital.

What is Clinical Consent Forms & e-Signature?

Procedure-linked consent templates with dynamic patient/procedure/practitioner fields, patient and witness e-signature capture, and a full audit trail. A build-to-order Odoo module ECOSIRE designs, installs, and supports for your clinic or hospital. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Key Features

Dedicated `consent.template` model with category typing (surgical, anesthesia, procedure, data-privacy) and per-template version numbers
QWeb-rendered dynamic merge fields pulling patient demographics, scheduled procedure, and responsible practitioner from source records at render time
OWL canvas signature widget capturing patient, witness, and practitioner signatures independently
`consent.record` linked to a specific encounter, admission, or scheduled procedure — not a floating document
Mandatory-consent gating via automated action / `@api.constrains` that blocks procedure sign-off until required consent is signed
Immutable signed PDF frozen and archived onto the patient record once all parties have signed
Template version pinning so the audit shows the exact wording the patient agreed to, even after later template edits
Full audit trail: signer identity, timestamp, source IP/device, and template version, written on signature events
Multi-language consent rendering through Odoo's translation layer for the patient's preferred language
Portal-based remote signing on the `portal` app so patients review and sign before admission
Role-scoped access via `ir.model.access.csv` and record rules (clinician vs. front-desk vs. compliance-officer views)
Consent status and signed documents exposed over the XML-RPC/JSON-RPC API for downstream reporting or theatre-system integration
Configurable required-signatory matrix per template (e.g. witness mandatory for surgical, optional for data-privacy)
Supported and packaged for Odoo 17.0 / 18.0 / 19.0, Community or Enterprise, with edition-appropriate components

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

  1. 1

    You order

    Start with a one-time build price. We scope it with you at kickoff.

  2. 2

    We build & install

    ECOSIRE builds, configures and installs it on your Odoo.

  3. 3

    Go live + support

    You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.

Technical Specifications

Odoo Compatibility
Odoo 17, Odoo 18, Odoo 19
Editions
Enterprise & Community
License
Licence confirmation required
Python Requirement
Python 3.10+
Database
PostgreSQL 12+

About this Product

Paper consent forms and generic e-sign overlays leave a legal gap that hurts most during an audit. When a compliance officer has to prove that a specific patient agreed to a specific procedure, under the exact wording in force on that date, a scanned PDF with a scribbled signature is not enough. Odoo core gives you mail for messaging and attachments and (in Enterprise) a general-purpose signature tool, but nothing ties a consent document to a clinical encounter, versions the wording the patient actually saw, merges live patient and procedure data into the form, or blocks a procedure from being signed off until consent exists. Off-the-shelf marketplace modules tend to stop at a static template plus a signature image — no version pinning, no encounter link, no mandatory-consent gating. This is exactly the road-runs-out point we build past.

What ECOSIRE builds for you is a dedicated consent domain layered on clinical-core-his-emr. A consent.template model (backed by ir.model.access.csv and record rules for role scoping) holds reusable, categorized templates — surgical, anesthesia, procedure, data-privacy — each carrying a version number so the wording is immutable once published. Dynamic fields are resolved through a QWeb-rendered merge layer: placeholders for patient demographics, the scheduled procedure, and the responsible practitioner are populated from their source records at render time via compute methods and @api.depends, so the document a patient reads always reflects current data without hand-editing. A consent.record links each signed form to a specific encounter, admission, or scheduled procedure, and captures patient, witness, and practitioner signatures through an OWL canvas widget. Once all required parties sign, the system renders and freezes an immutable PDF onto the patient record and writes an audit trail — signer identity, timestamp, source IP/device, and the exact template version agreed to.

The gating logic is where this earns its place in the workflow. An automated action (or a server-side @api.constrains guard, depending on your sign-off model) blocks a procedure from being marked complete while a mandatory consent for it is unsigned, so the control is enforced in the ERP rather than trusted to staff memory. Consent renders in the patient's preferred language using Odoo's translation layer, and remote signing runs through the portal app so a patient can review and sign from home before admission — every remote signature flowing into the same audit trail. Because everything is native Odoo, the consent status and signed PDF are also reachable over the XML-RPC/JSON-RPC API for downstream reporting or integration with a scheduling or theatre-management system.

We tailor the build to your Odoo edition and version — supported on Odoo 17.0, 18.0, and 19.0, Community or Enterprise — reusing Enterprise components where you already license them and providing Community-friendly equivalents where you do not, so you are never forced into a subscription you did not plan for.

Delivery is build-to-order: it starts with a short scoping call to confirm your consent categories, signature parties, gating rules, and language needs, after which we produce a fixed quotation and a UAT build on staging before anything reaches production. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company or multi-hospital deployments, deeper localization of legal wording, and migration of historical consent archives increase the quoted scope.

What you get

  • Installable source code for your version of the module (your own `__manifest__.py`, models, views, security rules and QWeb reports)
  • Installation and configuration on your Odoo instance (or staging), wired to your `clinical-core-his-emr` setup
  • Technical documentation: data model, security matrix, gating logic, and API endpoints
  • User guide plus a live training session for clinical and compliance staff
  • Post-go-live support window for defect fixes and configuration adjustments
  • UAT on a staging environment with a documented rollback plan before production cutover
  • Git repository handover with full commit history and tagged release
  • Consent-template starter set for your declared categories, ready to version and publish

Who this is for

Compliance / Governance Officer

Needs legally-defensible, versioned consent capture that proves which wording a patient agreed to and when. Cares most about the immutable PDF, template version pinning, and the full audit trail during regulatory or medico-legal review.

Clinic / Hospital Administrator

Wants to retire paper consent and reduce missing-signature incidents. Values mandatory-consent gating that stops a procedure proceeding without a signed form, and portal remote signing to cut check-in delays.

Theatre / Procedure Coordinator

Manages surgical and anesthesia scheduling and needs each consent tied to the correct encounter and procedure, with witness and practitioner signatures captured before the patient enters theatre.

IT / Odoo Systems Lead

Owns the Odoo estate and needs a maintainable, native module on the correct edition and version, with clean security rules and API access rather than a black-box bolt-on.

How Clinical Consent Forms & e-Signature Compares

CriterionECOSIRECustom BuildCompetitorOdoo Native
Procedure / encounter linkageConsent record bound to a specific encounter, admission or scheduled procedurePossible, but you design and maintain the link model yourselfUsually a standalone document, not tied to a clinical encounterNo clinical consent concept exists in core
Template version pinningEach signature pins the exact wording version, immutable after signingAchievable only if you build versioning deliberatelyRarely versioned; edits can affect what history appears to sayNone
Mandatory-consent gatingBlocks procedure sign-off until required consent is signedBuildable, but adds significant scope and testingTypically not enforced in workflowNot available
Signature partiesPatient, witness and practitioner captured independently via OWL canvasDepends entirely on your build effortOften a single signature image onlyEnterprise sign is general-purpose, not clinical-role-aware
Audit trailSigner, timestamp, device/IP and template version recorded on each eventOnly if you implement audit logging yourselfLimited; often just a signed-on dateBasic chatter logging, not consent-grade
Remote portal signingPatient signs from home via the portal, same audit trailExtra development on top of your base buildSometimes available, sometimes desk-onlyNo consent portal flow
Odoo version & edition fitPackaged for 17/18/19, Community or Enterprise, edition-appropriateYours to keep compatible across upgradesFixed to the vendor's supported versionsEnterprise-only for the general sign tool
Ownership & supportFull source, git handover, training and a support windowYou own it but carry all maintenanceVendor-controlled, licence-locked codeStandard Odoo support scope only

Frequently Asked Questions about Clinical Consent Forms & e-Signature

How long does delivery take?

This is a build-to-order module, not an instant download. After a scoping call to confirm your consent categories, signature parties, gating rules and languages, typical delivery is one working week from confirmed scope. Complex multi-hospital or heavy-localization builds sit at the longer end, and we agree the timeline in writing with the fixed quotation.

How does pricing and scoping work?

Pricing starts from $999 as an indicative single-company base scope. We do not quote a firm price until a short scoping call, after which you receive a fixed quotation. Drivers that increase scope include multi-company or multi-hospital deployment, deeper localization of legal wording, additional signature parties, and migration of historical consent archives.

What about support and updates after go-live?

Every build includes a post-go-live support window for defect fixes and configuration adjustments. We hand over the full git repository and technical docs so your team can maintain it, and we offer ongoing support and version-upgrade engagements (for example moving your build from Odoo 17 to 18 or 19) as a separate agreement.

Does this work with Odoo Community or do we need Enterprise?

Both. We package for Odoo 17.0, 18.0 and 19.0 on either edition. Where you already license Enterprise components we reuse them; where you run Community we provide equivalent functionality (for example the OWL canvas signature capture) so you are not forced into a subscription you did not plan for.

How is the consent legally defensible if a template changes later?

Each signed consent pins the exact template version the patient saw, and the signed document is frozen as an immutable PDF on the patient record. Editing or publishing a new template version never alters historical records. The audit trail stores signer identity, timestamp, source device/IP and version, so you can reconstruct precisely what was agreed.

Can patients sign remotely instead of at the front desk?

Yes. Remote signing runs through Odoo's `portal` app, so a patient can review and sign consent from home before admission. Those signatures flow into the same `consent.record` and audit trail as in-clinic signatures, and mandatory-consent gating still applies before the procedure can be signed off.

Will it integrate with our existing clinical and scheduling data?

It builds directly on `clinical-core-his-emr`, so patient, encounter, procedure and practitioner data merge into the consent form natively. Consent status and signed documents are also exposed over the XML-RPC/JSON-RPC API for downstream reporting or integration with theatre or scheduling systems.

Request a quote

Clinical Consent Forms & e-Signature

Procedure-linked consent templates with dynamic patient/procedure/practitioner fields, patient and witness e-signature capture, and a full audit trail. A build-to-order Odoo module ECOSIRE designs, installs, and supports for your clinic or hospital.

  • Dedicated `consent.template` model with category typing (surgical, anesthesia, procedure, data-privacy) and per-template version numbers
  • QWeb-rendered dynamic merge fields pulling patient demographics, scheduled procedure, and responsible practitioner from source records at render time
  • OWL canvas signature widget capturing patient, witness, and practitioner signatures independently
  • `consent.record` linked to a specific encounter, admission, or scheduled procedure — not a floating document

Request a Quotation

Tell us about your Clinical Consent Forms & e-Signature requirements and we'll send pricing, licensing options and a tailored proposal — usually within one business day.

No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.