---
sourceDocument: Australia Healthcare and Life Sciences
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/healthcare-life-sciences

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Healthcare and Life Sciences

ft:clusterId :

    - hcls

bundleId :

    - hcls

workflow :

    - Customer and Industry


---

# Determining the consent management process for patients

# Determining the consent management process for patients {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 Minuten Lesedauer

You can determine whether the privacy policy for patient consent needs to be routed for
review and signature to the patient.

As a user with the sn_hcls.admin role, you can configure a privacy policy for obtaining consent
from patients in a healthcare organization. For more information, see [Configure a privacy policy for managing patient consent](https://servicenow-prod.fluidtopics.net/~Nv1Hk4YHSizT4~0dAgLyw "Configure a privacy policy for effectively managing patient and member consent to a healthcare request.").

You can determine the consent management process as one of the following types:

* [Standard](https://servicenow-prod.fluidtopics.net/RZQ5bFzgHulaBmKwEdvCrA#hcls-consent-mgmt__section_ar1_sb2_ftb)
* [Document](https://servicenow-prod.fluidtopics.net/RZQ5bFzgHulaBmKwEdvCrA#hcls-consent-mgmt__section_lgc_pb2_ftb)

{#hcls-consent-mgmt__ul_xc5_vb2_ftb}

## Configuring standard policy types {#hcls-consent-mgmt__section_lgc_pb2_ftb}

A standard policy doesn't require a consent form to be reviewed or signed by a patient.

With the Standard policy type, a patient is required to sign the same consent again and again
each time a service is requested.

## Configuring document policy types {#hcls-consent-mgmt__section_ar1_sb2_ftb}

A document policy requires a consent form to be reviewed, signed, or both by a patient.

With the Document template policy type, a to-do item is created for the patient to sign the
consent form.  
You must configure the document that needs to be signed by a patient, create decision rules for it, and reference the document in the policy. For more information, see [Configure document templates for Healthcare and Life Sciences Service Management Core](https://servicenow-prod.fluidtopics.net/5iN8Kl4A3Q8lNhrQyT0NHA "Improve the patient experience by automatically identifying and assigning relevant healthcare documents including consent and privacy documents in a workflow that uses cases extending the healthcare case type.").  
Hinweis:  
You can associate only one active policy with a document template.

When setting up the privacy policy, you can also specify the validity duration in days for the
consent after a patient signs the consent form. An accepted consent for an active policy is
valid for multiple healthcare requests until the validity duration specified in the policy
starting from date when the consent was given. Therefore, a patient needs to give consent only
once for all healthcare requests submitted during the validity duration of an active consent
policy. By default, the Set inactive status for expired policy consents
scheduled job is configured to set any policy consent as inactive when the policy validity
duration has expired.

After a patient gives the consent, the consent document is added as an attachment to the
policy consent. The case associated with the initial healthcare request for which the consent
was given is associated with the policy consent record.  
The existing policy consent is associated with a new case to address another request from the same patient when all of the following conditions are true:

* The consent privacy policy is still active.
* The case was created within the validity duration of the accepted consent.
* The document decision rule of the document template associated with the new case is met.
{#hcls-consent-mgmt__ul_qwl_5bf_ftb} Else, another to-do item is created for the patient to provide the consent.

When working on a healthcare case, a healthcare agent can then review and verify the accepted
consent. If no consent was accepted, the healthcare agent has to wait until the patient gives
the consent.