Modifying client consent to share information

You can update consent records to capture the personal health information that an individual is willing to share with a care team member.

Before you begin

If you update a consent record that is used in existing relationships between care team members and clients, the existing instances of the consent record are affected.

About this task

In the library of configured consent records, you can reorder the sequence in which consents are displayed. You can edit the name of the consent and show or hide consents. Your changes are applied immediately throughout the application.

When consents records are shown, they are available for care teams to select when they register an individual in the application. You can hide a consent record that is not needed and it becomes unavailable for selection.

Procedure

Sign in with your administrator credentials.
Your home page opens.
Click Care Team > Consent Records Covered.
The Consent Records Covered page opens.
Except for the All records option, you can edit existing consent records. Click the Actions menu of a consent, and click Edit.
The Edit Consent Record Covered page opens.
Update the consent name.
Click Save.
To hide a consent record, from the Actions menu of a record, select Hide.
To show a consent record, from the Actions menu of a record, select Show.
Optional: To reorder the sequence of consent records, click Reorder. Drag and drop the consent records to position them in your preferred order.