---
title: Track and Upload Circadia Consents
description: How to record and store Circadia Consent Forms for compliance and monitoring.
---

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1. [Circadia Help Center](https://help.circadiahealth.com/help-center?hsLang=en)
2. [Consent](https://help.circadiahealth.com/help-center/consent?hsLang=en)

# Track and Upload Circadia Consents

## How to record and store Circadia Consent Forms for compliance and monitoring.

Circadia gives facilities flexibility in how consents are collected and documented. You can either:

1. **Upload a scanned paper form** that was signed in person, or
2. **Obtain the consent digitally** within the CIP

Both methods are valid. The key is ensuring all signed consents are **legible, securely stored, and easily accessible** for compliance review.

### Circadia Consent Form

Ensure you are using the most up-to-date Circadia-approved consent form.

![Circadia Health consent form](https://help.circadiahealth.com/hs-fs/hubfs/Knowledge%20Base%20Import/Circadia+Health+Consent+Form+v102023+(dragged)-1.png?width=600&name=Circadia+Health+Consent+Form+v102023+(dragged)-1.png)

### My Facility

The **[My Facility](https://cip.circadia.link/#/my-facility) (Consents & Devices)** tab in the Circadia App lets your team obtain, upload, and track patients' Circadia Consent status in real time. This helps ensure compliance without needing to manage separate spreadsheets or paper logs.

![Consents and Devices tab](https://help.circadiahealth.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-Nov-02-2026-10-17-02-1818-PM.png?width=700&name=image-Nov-02-2026-10-17-02-1818-PM.png)

### Option 1: Upload a copy of the Consent Form

#### When to use

Use this option if the consent was signed on paper or completed outside of the Circadia App.

#### How it works

1. Scan or photograph the signed **Circadia Consent to Monitor** form
2. Select the **My Facility** tab within the CIP
3. Locate the patient’s name in the list, or use the search bar to enter the patient's name
4. Click the **Upload** icon under the *Action* column
5. Choose your file (PDF, JPG, or PNG) and select **Open**
6. Choose the date the patient or representative signed the consent
7. Click **Confirm** on the right of the window
8. Once the upload is complete, the *Consent Status* will change to **Approved** and appear with a green indicator
9. Maintain a copy of the signed consent form in the patient’s chart (e.g., within your facility’s EHR) for your records

### Option 2: Obtain consent within the CIP app

#### When to use

Use this workflow when the patient or their authorized representative is present and able to sign digitally.

#### How it works

1. Go to **Consents & Devices**
2. Locate the patient in the list, or use the search bar to type the patient’s name  
   ![Patient list with search bar](https://help.circadiahealth.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-Nov-02-2026-10-44-28-9167-PM.png?width=700&name=image-Nov-02-2026-10-44-28-9167-PM.png)
3. Tap ![Consent button](https://help.circadiahealth.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-Nov-02-2026-10-17-21-8287-PM.png?width=79&name=image-Nov-02-2026-10-17-21-8287-PM.png)
4. A window will appear to complete the Consent Form  
   ![Consent form window](https://help.circadiahealth.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-Nov-02-2026-10-44-32-0051-PM.png?width=700&name=image-Nov-02-2026-10-44-32-0051-PM.png)
5. Review the details for the Consent on the left
6. Confirm the information on the right. Correct any discrepancies before proceeding: 
     - Patient name
     - MRN or DOB
     - Translator used (if applicable)
     - Signature date
     - Printed name
     - Relationship to patient
7. Click **E-Sign** at the bottom right of the form
8. A **signature window will open**, prompting the patient/representative to sign
9. After signing, select **Approve** at the bottom left of the page
10. The consent will automatically save and update the *Consent Status* as **Approved** on the facility dashboard

### How to Track Consents

The **Consents** section consolidates all patients' consent to monitor status in one place.

#### How to view progress

1. Each row shows the resident’s status under *Consent Status*: 
     - 🟢 **Approved**: Consent signed or uploaded
     - 🟡 **Pending**: Consent not yet received
     - 🔴 **Denied**: Patient / Representative refused monitoring
2. Use the **filter** icon to view only *Pending*, *Approved*, and/or *Denied* patients
3. Use the **refresh** icon to update the dashboard in real time
4. To export your consent list, click the **Download** icon ![Download icon](https://help.circadiahealth.com/hs-fs/hubfs/Knowledge%20Base%20Import/image-Nov-02-2026-10-17-42-2372-PM.png?width=31&name=image-Nov-02-2026-10-17-42-2372-PM.png) in the top-right corner of the screen 
     - This will download your list as a **.CSV file**, which can be opened in Excel or Google Sheets
     - The CSV includes patient names, room numbers, admission dates, and consent statuses

---

### Need help?

Our team is here to support you. Use the chat feature in the CIP app, or email [support@circadia.health](mailto:support@circadia.health).

- [Getting Started](https://help.circadiahealth.com/help-center/getting-started?hsLang=en)
- [Using CIP](https://help.circadiahealth.com/help-center/using-cip?hsLang=en)
- [Devices & Troubleshooting](https://help.circadiahealth.com/help-center/devices-troubleshooting?hsLang=en)
- [Consent](https://help.circadiahealth.com/help-center/consent?hsLang=en)

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