Consent Forms

The Consent Forms section allows you to create consent forms that will be used by your members for issuing the consents to their authorized representatives.

In the Consent Forms section, on the Consent Forms page, you can:

• Create, preview, and copy consent forms.
• Search for a certain consent form by its name.
• Edit, delete, and publish a certain consent form in the Draft status. Once published, the consent form is assigned the Published status. Only published consent forms are available to members to issue a consent.

  Note You cannot edit the consent forms in the Published status.

• Unpublish a certain published consent form. Once unpublished, the consent form is assigned the Unpublished status.
• Configure the multiple consent forms.
• View the list of all the available consent forms with their details (such as their name and when each consent form has been modified).
• Add/remove the consent policies with a name-value pair to/from a certain consent form.

  Note There must be at least one consent policy with a name-value pair in a certain consent form.

• Change the order of the consent policies, once they are added to a certain consent form.

To create a new consent form:

1. In the Consent Forms section, on the Consent Forms page, at the top right, click Create Consent Form.
2. In the Create Consent Form dialog, enter the consent form name and its purpose. Note that this information is not the part of the form and will be used only to help members to identify the consent form.
3. Click Safe. The consent form is added to the list with consent forms.
4. In Consent Form Details, you can edit the following sections:
   • The consent form name and purpose.
   • Member's designation of an authorized representative.
   • Member information (Member's Name, Member's ID).
   • Authorized representative information (Authorized Representative's Name and ID).
   • Information that organization may disclose. In this section, you can add consent policies.
   • The date when a certain designation expires (consent effective from, consent expires on).
   • A certain member (or their legal representative) signature and date.
   • The member's signature.
   • The member declaration footer.
   • The additional information.
   To add consent policies.

   1. Next to INFORMATION THAT ORGANIZATION MAY DISCLOSE, click Edit.
   2. In the Edit Section dialog, in the Consent Policies section, click Add Consent Policy.
   3. In the Consent Policy dialog, in Display Text, add the text that will be displayed for the consent policy.
   4. In Policy Options, add a key-value pair to configure the options to be shown to a certain member as checkboxes.
   5. Enter the information to be displayed to a certain member against the configured policy option, and then click Ok.