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.
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences |
- From the App Launcher, go to Data Use Purpose and then click the record that contains the existing consent documents.
- Click the Clone arrow, and then click Clone with Related.
- Select the objects you want to clone and click Next.
- Give this data use purpose a descriptive name, such as Pre-Arthroscopy Program Consent Forms Clone.
- In the Purpose field, select the care program to clone the consent forms to.
- Save your changes.