Flows/Record a consent: Difference between revisions

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 == Overview ==
 This flow describes how to record a [[Concepts/Consent|consent]] against an encounter of a patient. You can also attach the signed consent form and other supporting documents.
 == Pre-requisites ==
 * The patient is registered in Care, and you open an encounter of that patient.
 * You open the encounter from the facility, and the encounter is active.
-* You have Update Encounter related clinical data. Care hides '''Add Consent''' from users who cannot write to the encounter. Admin, Doctor, Nurse, and Facility Admin have this permission.
+* You have the permission listed below. Care hides the '''Add Consent''' button from the users who cannot write to the encounter.
+== Permissions ==
+{| class="wikitable"
+|-
+! Permission
+! Access
+|-
+| Update Encounter related clinical data
+| Lets you record a consent against an encounter. Admin, Doctor, Nurse, and Facility Admin have this permission.
+|}
 == Steps ==
 === 1. Open the Consents tab ===
 # Open the encounter of the patient.
 # Select the '''Consents''' tab.
 === 2. Start the consent form ===
 Select '''Add Consent'''. Care opens the '''Add Consent''' sheet.
+The sheet holds these fields.
 {| class="wikitable"
-! Components !! What it captures
 |-
+! Components
-| Consent Given On || The mandatory date and time when the patient gives consent.
+! What it captures
 |-
+| Consent Given On
-| Consent Valid From || The optional start of validity.
+| The date and time when the patient gives the consent. This field is mandatory.
 |-
-| Consent Valid Until || The optional end of validity.
+| Consent Valid From
+| The date and time from which the consent is valid. This field is optional.
 |-
-| Consent Decision || '''Permit''' or '''Deny'''.
+| Consent Valid Until
+| The date and time until which the consent is valid. This field is optional.
 |-
+| Consent Decision
-| Category || The subject of the consent.
+| The answer of the patient: '''Permit''' or '''Deny'''.
 |-
+| Category
-| Status || Draft, Active, Inactive, Not Done, or Entered in Error. Active is the default.
+| The subject of the consent.
 |-
+| Status
-| Note || Optional free text.
+| The current state of the consent: Draft, Active, Inactive, Not Done, or Entered in Error. Care sets '''Active''' as the default value.
+|-
+| Note
+| Free text about the consent. This field is optional.
 |}
 === 3. Enter the consent details ===
-# Enter '''Consent Given On'''.
-# Enter the validity dates when applicable.
+# Enter the date and time in '''Consent Given On'''.
+# Enter '''Consent Valid From''' and '''Consent Valid Until''' for a consent with a validity period.
-# Select '''Permit''' or '''Deny'''.
+# Select '''Permit''' or '''Deny''' for '''Consent Decision'''.
-# Select the Status.
+# Select the '''Status''' of the consent.
-# Enter a Note.
+# Enter a '''Note''' about the consent.
 === 4. Select the category ===
+Open the '''Category''' list. Care shows a short description under each option.
 {| class="wikitable"
-! Category !! Description
 |-
+! Category
-| Research || Participation in a research protocol and sharing information.
+! Description
 |-
+| Research
-| Privacy Consent || Collecting, accessing, using, or sharing information.
+| Consent to take part in a research protocol and to share information.
 |-
+| Privacy Consent
-| Treatment || Undergoing a specific treatment.
+| Consent to collect, access, use, or share information.
 |-
+| Treatment
-| Do Not Resuscitate || Not receiving CPR or resuscitation in a cardiac event.
+| Consent to undergo a specific treatment.
 |-
+| Do Not Resuscitate
-| Advance Directive || Consent given before a possible need for treatment.
+| Consent to not receive CPR or resuscitation in a cardiac event.
 |-
-| Advance Care Directive || Actions to take if the patient can no longer decide.
+| Advance Directive
+| Consent that the patient gives before a possible need for medical treatment.
+|-
+| Advance Care Directive
+| Consent for the actions to take if the patient can no longer decide.
 |}
-Select the category.
-{{Note|1=Care also holds Comfort Care, but this form has no option for it.}}
+Select the category of the consent.
-=== 5. Attach supporting documents ===
-# Choose a jpg, jpeg, png, or pdf file.
+{{Note|1=Care also holds a '''Comfort Care''' category, but this form has no option for it. You cannot select Comfort Care. This is a known gap in the product.}}
-# Enter the mandatory file name.
-# Repeat for further files.
+=== 5. Attach the supporting documents ===
-{{Note|1=Care uploads files after saving the consent record.}}
+You can attach one or more files to the consent in the '''Supporting Documents''' section.
+# Choose a file. Care accepts these file types: jpg, jpeg, png, and pdf.
+# Enter a name for the file. The name is mandatory.
+# Repeat these steps for each more file.
+{{Note|1=Care uploads the files after it saves the consent record.}}
+=== 6. Save the consent ===
-=== 6. Save ===
 Select '''Save'''.
 == Expected Outcome ==
-* Care shows "Consent created successfully".
+* Care shows the message "Consent created successfully".
-* The consent appears as a card on the Consents tab.
+* Care shows the new consent as a card on the '''Consents''' tab.
-* Attached files upload to the consent.
+* Care uploads the attached files to the new consent.
 {{Navbox clinical}}
 {{Related}}