Copy Existing Consent Documents for a New Care Program

To copy existing consent documents for a new care program instead of creating documents from scratch, clone the documents from a Data Use Purpose record.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences


  1. From the App Launcher, go to Data Use Purpose and then click the record that contains the existing consent documents.
  2. Click the Clone arrow, and then click Clone with Related.
  3. Select the objects you want to clone and click Next.
  4. Give this data use purpose a descriptive name, such as Pre-Arthroscopy Program Consent Forms Clone.
  5. In the Purpose field, select the care program to clone the consent forms to.
  6. Save your changes.