Configure when to send the procedure consent form to a patient

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 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

    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.