Flows/Record a consent: Difference between revisions
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== Overview == |
== Overview == |
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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. |
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Record a [[Concepts/Consent|consent]] and optional supporting documents against an encounter. |
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== Pre-requisites == |
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* The patient is registered in Care, and you open an encounter of that patient. |
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* You open the encounter from the facility, and the encounter is active. |
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* 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. |
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== Steps == |
== Steps == |
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=== 1. Open the Consents tab === |
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# Open the encounter of the patient. |
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| ⚫ | |||
# Select the '''Consents''' tab. |
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# Enter the consent date, optional validity period, decision, category, status, and note. |
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| ⚫ | |||
=== 2. Start the consent form === |
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Select '''Add Consent'''. Care opens the '''Add Consent''' sheet. |
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{| class="wikitable" |
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! Components !! What it captures |
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|- |
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| Consent Given On || The mandatory date and time when the patient gives consent. |
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|- |
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| Consent Valid From || The optional start of validity. |
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|- |
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| Consent Valid Until || The optional end of validity. |
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|- |
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| Consent Decision || '''Permit''' or '''Deny'''. |
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|- |
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| Category || The subject of the consent. |
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|- |
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| Status || Draft, Active, Inactive, Not Done, or Entered in Error. Active is the default. |
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|- |
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| Note || Optional free text. |
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|} |
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=== 3. Enter the consent details === |
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# Enter '''Consent Given On'''. |
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# Enter the validity dates when applicable. |
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# Select '''Permit''' or '''Deny'''. |
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# Select the Status. |
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# Enter a Note. |
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=== 4. Select the category === |
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{| class="wikitable" |
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! Category !! Description |
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|- |
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| Research || Participation in a research protocol and sharing information. |
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|- |
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| Privacy Consent || Collecting, accessing, using, or sharing information. |
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|- |
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| Treatment || Undergoing a specific treatment. |
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|- |
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| Do Not Resuscitate || Not receiving CPR or resuscitation in a cardiac event. |
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|- |
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| Advance Directive || Consent given before a possible need for treatment. |
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|- |
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| Advance Care Directive || Actions to take if the patient can no longer decide. |
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|} |
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Select the category. |
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{{Note|1=Care also holds Comfort Care, but this form has no option for it.}} |
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| ⚫ | |||
# Choose a jpg, jpeg, png, or pdf file. |
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# Enter the mandatory file name. |
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# Repeat for further files. |
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{{Note|1=Care uploads files after saving the consent record.}} |
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=== 6. Save === |
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| ⚫ | |||
== Expected Outcome == |
== Expected Outcome == |
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* Care shows "Consent created successfully". |
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* The consent appears as a card on the Consents tab. |
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* Attached files upload to the consent. |
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{{Navbox clinical}} |
{{Navbox clinical}} |
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Revision as of 17:23, 14 August 2026
Overview
This flow describes how to record a 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.
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.
| Components | What it captures |
|---|---|
| Consent Given On | The mandatory date and time when the patient gives consent. |
| Consent Valid From | The optional start of validity. |
| Consent Valid Until | The optional end of validity. |
| Consent Decision | Permit or Deny. |
| Category | The subject of the consent. |
| Status | Draft, Active, Inactive, Not Done, or Entered in Error. Active is the default. |
| Note | Optional free text. |
3. Enter the consent details
- Enter Consent Given On.
- Enter the validity dates when applicable.
- Select Permit or Deny.
- Select the Status.
- Enter a Note.
4. Select the category
| Category | Description |
|---|---|
| Research | Participation in a research protocol and sharing information. |
| Privacy Consent | Collecting, accessing, using, or sharing information. |
| Treatment | Undergoing a specific treatment. |
| Do Not Resuscitate | Not receiving CPR or resuscitation in a cardiac event. |
| Advance Directive | Consent given before a possible need for treatment. |
| Advance Care Directive | Actions to take if the patient can no longer decide. |
Select the category.
📝 Note
Care also holds Comfort Care, but this form has no option for it.
5. Attach supporting documents
- Choose a jpg, jpeg, png, or pdf file.
- Enter the mandatory file name.
- Repeat for further files.
📝 Note
Care uploads files after saving the consent record.
6. Save
Select Save.
Expected Outcome
- Care shows "Consent created successfully".
- The consent appears as a card on the Consents tab.
- Attached files upload to the consent.
Related
- Concept: Concepts/Consent