Consent reviews and amendments

Highlights

• It’s now possible for care team members to review consent documents that are returned and signed.
• When reviewing a document, one can Void the signature, Accept the document, or Request Amendments.
• Requesting Amendments invalidates all signatures (because the document is going to change, everyone needs to be informed and re-sign) and generates the document again. It copies over anything that’s already completed so that nobody needs to fill anything out again - just correct what’s wrong.
• When you choose Request Amendment, you’re asked to provide a comment. This is shown to the patient in-app.
• There is no limit on the number to times you can send a document back to a patient.

Can I make reviews an automatic part of my workflow?

Yes, you can automatically assign reviews to a team. You might ask that every cryo form is reviewed by the embryology team, for example.

• Navigate to Settings → Consent documents
• Find the document you want to configure to generate a review task
• Enable “Require review” and select the team or individual.

Once enabled, every time this document is signed it will have a Review attached and a task will be assigned.

Who can review a document?

• Anyone can initiate a review and request amendments, at any time.
• If you’re assigned, you can re-assign the task to someone else, or another team.
• The individual who completes the review gets recorded as the reviewer (never a team).

Where’s the history?

Even though we invalidate the signature, we keep the history of signed documents in Files → Consents. When a new consent comes back with new signatures, we add the new document. We don’t delete anything.

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How it works

This document has been completed by the patient. It doesn’t require review, but I can initiate one by clicking “Intiate Review”.

I transition to this screen once a review has been started. In this case I’ve chosen “Request changes”.

The patient will see the following in-app requesting they make changes.