You can define the conditions for auto-generating documents for a procedure request.

By default, privacy consent and procedure consent documents are automatically generated for procedure requests with the Pre-Visit Management workflow. However, you can create pre-filled and reusable document templates based on your workflow requirements. For more information, see Configuring document templates for Healthcare and Life Sciences Service Management Core.

The privacy consent document is automatically triggered for the procedure request cases. The Select privacy consent decision rule generates the privacy consent document when the procedure request review task is set to Complete by a patient service representative in the playbook for Pre-Visit Management.

As a user with the admin rule, you can configure decision tables in the Healthcare and Life Sciences Service Management Core application by navigating to All > HCLS Service Management > Administration > Document decisions. For more information, see Configuring the auto-generation of documents for healthcare cases.

The procedure consent document is sent to patients using the Send procedure consent schedule scheduled job. By default, the scheduler sends the procedure consent document to patients three days prior to procedure appointment booking date. As a user with the sn_previsit.admin role, you can configure the Send procedure consent schedule scheduled job to change the schedule. For more information, see Configure when to send the procedure consent form to a patient.