Modifying consent types

Except for the Not Set consent type, you can rename a configured consent type that needs correction or more context. For each consent type, you can enable or prevent sharing of consent records of that type across organization units (assuming organization units are enabled).

About this task

You cannot edit the Not Set consent type that comes with the product by default. The Not Set consent type is automatically applied to the migration of existing consent records and is hidden from view by default.

You can show or hide each consent type to make the type available or unavailable to the care team to use. You can reorder the sequence in which consent types are displayed.

Procedure

  1. Sign in with your administrator credentials.
    Your home page opens.
  2. Click Care Planning > Consent Types.
    Configured consent types are listed. The Display state indicates whether consent types that are configured in the application are currently available to the care team to use.
  3. From the Actions menu of a consent type, modify the type by choosing from the following options:
    • Select Edit. Rename the consent type and check Share with Organization to enable the care team to record the client's agreement to share consent documents of this type across organization units. Prevent sharing of consent records of specific types by clearing the check box. Click Save. After you save the consent type, the name is applied to all existing client records associated with that consent type.
    • Select Show or Hide to show or hide the consent type to the care team. The Show or Hide action is available only when the consent type is hidden or shown respectively.
  4. To reorder the sequence of consent types, click Reorder. Drag and drop the consent types to position them in your preferred order.