Associate New Consent Documents with a Care Program

To associate new consent documents with a care program, define the relationship in the Data Use Purpose tab. Provide more information about each consent form with Authorization Form and Authorization Form Text. Then, use Authorization Form Data to associate the consent form with the care program.

Available in: Lightning Experience

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

Make sure you have the consent form you want to use for your care program in your org. If you don’t have a consent form in your org, navigate to the Files tab and upload a consent form file.

Create a data use purpose for your consent form. Data Use Purpose is a container for the forms that go with a care program. For example, in a knee post-arthroscopy care program, there can be several forms to consent to. A participant must consent to a physical therapy session for treatment, or equipment rental, or a home health visit.
1. From the App Launcher, find and select Data Use Purpose, and then select New.
2. Enter a name for the data use purpose, such as Pre-Arthroscopy Program Consent Forms.
3. Select the name of the care program from the Purpose field.
  
  The Legal Basis field and the checkbox that lets users opt out of the consent process aren’t used for care programs.
  Note
4. Save your changes.
Next, create an Authorization Form record to provide information about each consent form.
1. From the App Launcher, find and select Authorization Form, and then select New.
2. Enter the name, revision number, and effective dates of the consent form.
3. Add a default auth form text to use if text isn’t available for a specific language.
  If you don’t have a default auth form text record available in your org, create a default auth form text record after you save the Authorization Form record. Add the default auth form text record to the Authorization Form record.
  
  If Intelligent Document Automation is enabled in your org, only Authorization Form records that have an associated record in the Default Auth Form Text field are displayed in the care program enrollment flow
  Note
4. If the program requires that the participant consents to the form, select Signature Required.
5. Save your changes.
Create an Authorization Form Text record to manage the text associated with the consent form.
You can create multiple text versions for the same consent form to support different languages, regions, and situations.
1. From the App Launcher, find and select Authorization Form Text, and then select New.
2. Enter the name of the text for the consent form. For example, Consent for Treatment (Spanish).
3. For Summary Auth Form Text, add a summary to describe the form’s purpose and display to customers when asking for their consent.
4. For Authorization Form, select the associated authorization form record.
5. Select the locale for the content document.
  Make sure that the value in the Locale field matches the language of the org or the site in which the form is viewed. The consent form doesn’t appear when the Locale field is incorrect. Create an authorization form text record for each language supported in your org.
6. Select the checkbox for Is Active.
  
  If Intelligent Document Automation is enabled in your org, only Authorization Form Texts records that are active are displayed in the care program enrollment flow.
  Note
7. For Content Document, select the uploaded consent form.
8. Save your changes.
Connect the consent form with the care program.
1. From App Launcher, find and select Authorization Form Data Uses.
2. Select New
3. Enter the name of the form in the Authorization Form field.
4. Add the name of the care program in the Data Use Purpose field.
5. Save your changes.

Health Cloud Administration

Associate New Consent Documents with a Care Program