Configuring standard policy types

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

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.

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.

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.