Engage: Publishing Consent Requests & Records

Sending consent forms electronically through Engage saves you and your team valuable time. Instead of printing, signing, scanning, and uploading documents back into the patient record, you can create a consent request in just a few clicks and have the patient sign it securely online.

This streamlined process reduces paperwork, eliminates delays, and ensures every signed consent is automatically recorded in the patient file. By moving to electronic consent, you cut out repetitive admin tasks while giving patients a simple, convenient way to complete and return their forms.

Contents:

1. Publication Rules
2. Publishing a Completed Consent Record
3. Patient Actioned Consent Requests
   1. Publishing an Electronic Consent Request
   2. Patient Workflow in Engage
   3. Receiving Consent back into Care

Video Tutorial

Publication Rules

Consent records will automatically be published to Engage for a patient with an account, provided they are in Active, Proposed, or Rejected Statuses.

This will allow a patient to view any Consent records that they have previously Approved or Declined that are still active, along with any that are assigned to the patient to action. 

Publishing a Completed Consent Record

If a patient has signed a Consent Form within the Practice, you can still publish the record to Engage for the patient to view at their own leisure. The steps below explain how to publish a fully complete Consent record:

1. Open the patient record
2. Click the Forms tab
   Note: If you cannot see the Forms tab, click on the Consent tab instead.
3. Open the Consent tab
4. Click New Consent
5. Finish completing the mandatory fields of information
6. Click Save
7. If the Consent Record is in Active, Proposed, or Rejected Status, it will be published to Engage in read-only form for the patient.
8. Hovering over the icon in the final column of the Consent grid will display the Published By user, time, and date or publication.

Patient Actioned Consent Requests

Engage allows you to create a Consent Record, send it to the patient, and receive their electronic approval or refusal. This removes the need for manual printing, signing, scanning, and uploading to the patient record.

To create a Consent Request for a patient, follow the steps below.

Publishing an Electronic Consent Request

1. Open the patient record
2. Click the Forms tab
   Note: If you cannot see the Forms tab, click on the Consent tab instead.
3. Open the Consent tab
4. Click New Consent
5. Tick Patient to Complete in Engage
6. The Status will automatically update to Proposed
7. Finish completing the mandatory fields of information
8. Click Save
9. The Consent Record will then be published to Engage for the patient to action.
10. Hovering over the icon in the final column of the Consent grid will display the Published By user, time, and date or publication.

Patient Workflow in Engage

Once you have published the Consent Record to Engage, the patient will receive a notification within the Engage platform, and a new Consent Request in Needs Action Status.

The patient's workflow is documented in this article: Signing a Consent Document

Receiving Consent back into Care

Once a patient has actioned a Consent Request within Engage, the following things will occur within Care:

Consent Record

• Provision updated to Deny or Permit - based on whether the patient clicked Approve or Deny.
• Actioned in Engage By name, time and date added to the hover information found in the final column of the Consent grid beside the record.