No, the PSA is not a required form. It is a form that can be emailed to customers in advance of their Initial Consultation session to allow them time to answer questions about the reason for their visit and their medical history. Additionally, they can sign the consent forms ahead of time which saves time spent in the office. Once they have completed the PSA, the RD will receive notification that it is done and can review their answers ahead of time to feel more prepared for their session.

If a customer does not complete the PSA you should skip this form and move directly to the Initial Assessment. The same questions asked in the PSA are asked in the Initial Assessment.The consent forms should be signed in the office by navigating to the General Information tab. Instructions on getting the consent forms signed in the office through the General Information tab can be found here.