Configure when to send the procedure consent form to a patient

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure the Pre-Visit Management application to when to send the procedure consent document for review and signature to a patient before the procedure appointment date.

    Before you begin

    Important:

    Starting with the Yokohama release, Pre-Visit Management is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported.

    For details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.

    Set the application scope to Pre-Visit Management using the application picker. For more information, see Application picker.

    Role required: sn_previsit.admin or admin

    About this task

    By default, the Send procedure consent schedule scheduled job is configured to automatically send the procedure consent document to a patient. The lead time when to send the document is set in the sn_previsit.procedure_consent_lead_time property. You can configure this property to specify when to send the procedure consent document to a patient.

    Procedure

    1. Enter sys_properties.list in the navigation filter, and then open the sn_previsit.procedure_consent_lead_time property.
    2. In the Value field, enter a numeric value that indicates the number of days before the procedure appointment date when the procedure consent form is sent to the patient for review or signature.
    3. Click Update.