Configure a privacy policy for managing patient consent

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Configure a privacy policy for effectively managing patient and member consent to a healthcare request.

    Antes de Iniciar

    Role required: sn_hcls.admin or admin

    Procedimento

    1. Navigate to All > HCLS Service Management > Administration > Privacy Policy.
    2. In the Policies list, click New.
    3. On the form, fill in the fields.
      Tabela 1. Policy form

      Field

      Description

      Number

      Alpha-numeric profile identifier of the policy.

      The value is auto-generated and is incremented every time you add a new policy to your ServiceNow instance. The initial value for the Number field is POL00001000.
      Nota:
      To customize the number, define the auto-numbering format for the Policy [sn_hcls_policy] table. For more information, see Add auto-numbering records in a table.

      Policy category

      This field should be set to Registration.

      Policy type

      Type of the policy.

      A policy is one of the following types:
      • Standard: A policy that doesn't require a consent form to be signed by a patient.
      • Document template: A policy that requires a consent form to be signed by a patient.

        With the Document template policy type, a to-do item is created for the patient to sign the consent form.

      Validity duration (in days)

      Number of days the policy is valid for after a patient signs the policy.

      Active

      Option for enabling the privacy policy.

      Scope

      		 Type of consent included in the policy.

      For privacy consent, select Privacy consent. Else, this field should be left empty.

      Document template

      Document template to generate standard letters or documents associated with the policy.

      This field is used only when the Policy type field is set to Document template.

      Nota:
      You can associate only one active policy with a document template.

      For more information, see Configure document templates for Healthcare and Life Sciences Service Management Core.

      External policy link

      External reference to the policy included in a consent scope.

      Policy name

      Name to identify the policy.

      Policy content

      Content of the policy that should be read and accepted by the Patient Portal users at the time of registration.
    4. Click Submit.