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. |
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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== Pre-requisites == |
== Pre-requisites == |
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* 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. |
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* You open the encounter from the facility, and the encounter is active. |
* You open the encounter from the facility, and the encounter is active. |
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* You have |
* You have the permission listed below. Care hides the '''Add Consent''' button from the users who cannot write to the encounter. |
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== Permissions == |
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{| class="wikitable" |
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|- |
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! Permission |
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! Access |
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|- |
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| Update Encounter related clinical data |
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| Lets you record a consent against an encounter. Admin, Doctor, Nurse, and Facility Admin have this permission. |
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|} |
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== Steps == |
== Steps == |
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=== 1. Open the Consents tab === |
=== 1. Open the Consents tab === |
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# Open the encounter of the patient. |
# Open the encounter of the patient. |
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# Select the '''Consents''' tab. |
# Select the '''Consents''' tab. |
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=== 2. Start the consent form === |
=== 2. Start the consent form === |
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Select '''Add Consent'''. Care opens the '''Add Consent''' sheet. |
Select '''Add Consent'''. Care opens the '''Add Consent''' sheet. |
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The sheet holds these fields. |
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{| class="wikitable" |
{| class="wikitable" |
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! Components !! What it captures |
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|- |
|- |
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! Components |
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| Consent Given On || The mandatory date and time when the patient gives consent. |
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! What it captures |
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|- |
|- |
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| Consent Given On |
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| Consent Valid From || The optional start of validity. |
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| The date and time when the patient gives the consent. This field is mandatory. |
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|- |
|- |
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| Consent Valid |
| Consent Valid From |
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| The date and time from which the consent is valid. This field is optional. |
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|- |
|- |
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| Consent |
| Consent Valid Until |
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| The date and time until which the consent is valid. This field is optional. |
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|- |
|- |
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| Consent Decision |
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| Category || The subject of the consent. |
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| The answer of the patient: '''Permit''' or '''Deny'''. |
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|- |
|- |
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| Category |
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| Status || Draft, Active, Inactive, Not Done, or Entered in Error. Active is the default. |
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| The subject of the consent. |
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|- |
|- |
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| Status |
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| Note || Optional free text. |
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| The current state of the consent: Draft, Active, Inactive, Not Done, or Entered in Error. Care sets '''Active''' as the default value. |
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|- |
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| Note |
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| Free text about the consent. This field is optional. |
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|} |
|} |
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=== 3. Enter the consent details === |
=== 3. Enter the consent details === |
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# Enter '''Consent Given On'''. |
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# Enter the |
# Enter the date and time in '''Consent Given On'''. |
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# Enter '''Consent Valid From''' and '''Consent Valid Until''' for a consent with a validity period. |
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# Select '''Permit''' or '''Deny'''. |
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# Select '''Permit''' or '''Deny''' for '''Consent Decision'''. |
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# Select the Status. |
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# Select the '''Status''' of the consent. |
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# Enter a Note. |
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# Enter a '''Note''' about the consent. |
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=== 4. Select the category === |
=== 4. Select the category === |
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Open the '''Category''' list. Care shows a short description under each option. |
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{| class="wikitable" |
{| class="wikitable" |
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! Category !! Description |
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|- |
|- |
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! Category |
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| Research || Participation in a research protocol and sharing information. |
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! Description |
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|- |
|- |
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| Research |
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| Privacy Consent || Collecting, accessing, using, or sharing information. |
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| Consent to take part in a research protocol and to share information. |
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|- |
|- |
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| Privacy Consent |
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| Treatment || Undergoing a specific treatment. |
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| Consent to collect, access, use, or share information. |
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|- |
|- |
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| Treatment |
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| Do Not Resuscitate || Not receiving CPR or resuscitation in a cardiac event. |
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| Consent to undergo a specific treatment. |
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|- |
|- |
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| Do Not Resuscitate |
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| Advance Directive || Consent given before a possible need for treatment. |
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| Consent to not receive CPR or resuscitation in a cardiac event. |
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|- |
|- |
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| Advance |
| Advance Directive |
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| Consent that the patient gives before a possible need for medical treatment. |
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|- |
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| Advance Care Directive |
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| Consent for the 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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Select the category of the consent. |
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=== 5. Attach supporting documents === |
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# Choose a jpg, jpeg, png, or pdf file. |
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{{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.}} |
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# Enter the mandatory file name. |
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# Repeat for further files. |
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=== 5. Attach the supporting documents === |
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{{Note|1=Care uploads files after saving the consent record.}} |
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You can attach one or more files to the consent in the '''Supporting Documents''' section. |
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# Choose a file. Care accepts these file types: jpg, jpeg, png, and pdf. |
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# Enter a name for the file. The name is mandatory. |
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# Repeat these steps for each more file. |
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{{Note|1=Care uploads the files after it saves the consent record.}} |
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=== 6. Save the consent === |
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=== 6. Save === |
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Select '''Save'''. |
Select '''Save'''. |
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== Expected Outcome == |
== Expected Outcome == |
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* Care shows "Consent created successfully". |
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* Care shows the message "Consent created successfully". |
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* The consent appears as a card on the Consents tab. |
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* Care shows the new consent as a card on the '''Consents''' tab. |
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* Attached files upload to the consent. |
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* Care uploads the attached files to the new consent. |
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{{Navbox clinical}} |
{{Navbox clinical}} |
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{{Related}} |
{{Related}} |
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Latest revision as of 17:29, 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 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
- 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.
| 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. |
3. Enter the consent details
- 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 for Consent Decision.
- Select the Status of the consent.
- 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.
- 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
Care uploads the files after it saves the consent record.
6. Save the consent
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.
Related
- Concept: Concepts/Consent