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== Overview ==
== 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.
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 ==
== Pre-requisites ==

* The patient is registered in Care, and you open an encounter of that patient.
* 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 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 ==
== Steps ==

=== 1. Open the Consents tab ===
=== 1. Open the Consents tab ===

# Open the encounter of the patient.
# Open the encounter of the patient.
# Select the '''Consents''' tab.
# Select the '''Consents''' tab.


=== 2. Start the consent form ===
=== 2. Start the consent form ===

Select '''Add Consent'''. Care opens the '''Add Consent''' sheet.
Select '''Add Consent'''. Care opens the '''Add Consent''' sheet.

The sheet holds these fields.

{| class="wikitable"
{| 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 ===
=== 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 ===
=== 4. Select the category ===

Open the '''Category''' list. Care shows a short description under each option.

{| class="wikitable"
{| 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'''.
Select '''Save'''.


== Expected Outcome ==
== 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}}
{{Navbox clinical}}

{{Related}}
{{Related}}

Latest revision as of 17:29, 14 August 2026

flowclinicalCARE 3.1+

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 the permission listed below. Care hides the Add Consent button from the users who cannot write to the encounter.

Permissions

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

  1. Open the encounter of the patient.
  2. Select the Consents tab.

Select Add Consent. Care opens the Add Consent sheet.

The sheet holds these fields.

Components What it captures
Consent Given On The date and time when the patient gives the consent. This field is mandatory.
Consent Valid From The date and time from which the consent is valid. This field is optional.
Consent Valid Until The date and time until which the consent is valid. This field is optional.
Consent Decision The answer of the patient: Permit or Deny.
Category The subject of the consent.
Status 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.
  1. Enter the date and time in Consent Given On.
  2. Enter Consent Valid From and Consent Valid Until for a consent with a validity period.
  3. Select Permit or Deny for Consent Decision.
  4. Select the Status of the consent.
  5. Enter a Note about the consent.

4. Select the category

Open the Category list. Care shows a short description under each option.

Category Description
Research Consent to take part in a research protocol and to share information.
Privacy Consent Consent to collect, access, use, or share information.
Treatment Consent to undergo a specific treatment.
Do Not Resuscitate Consent to not receive CPR or resuscitation in a cardiac event.
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 of the consent.

📝 Note
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.

5. Attach the supporting documents

You can attach one or more files to the consent in the Supporting Documents section.

  1. Choose a file. Care accepts these file types: jpg, jpeg, png, and pdf.
  2. Enter a name for the file. The name is mandatory.
  3. Repeat these steps for each more file.
📝 Note
Care uploads the files after it saves the consent record.

Select Save.

Expected Outcome

  • Care shows the message "Consent created successfully".
  • Care shows the new consent as a card on the Consents tab.
  • Care uploads the attached files to the new consent.