How to Add Client Consents

Adding Consents

The Consents tab is where you enter client consents.

1. With the client record open, click on History

2. Click on the Consents tab

3. Click on the Add button.

• Note: “Add By Form” is available if adding a consent by Webform.

4. Select a Consent type from the drop-down (required).

Helpful Hint: Consent types are set up initially through the Configure Desktop by going to List Configuration–>Clients–>Consents.

5. Enter a Description (optional).
6. Enter an Expiration Date (required) and Reminder Date (optional).

• Note: An automated task reminder will be sent to the assigned client Supervisor on the Reminder Date entered for any associated consent.

7. Click on the Update button

Adding Consents

This section of the course outlines some of the other options available under the Consents tab.

A. The DMS option is available for uploading/downloading a copy of a client Consent.

B. The Add Form link allows you to add a consent by using a Webform.

C. The Tasks option is available for sending a task related to Consent information.

D. Delete is available for removing a Consent from a client record.

Adding Consents: Validations

See below: example of warnings related to expired consents.