Consent capture for patient communications and data use
Key Takeaway
Care program consent forms use the authorization form objects. For channel choices by brand and data use purpose, use the Channel Consent Template, which stores Contact Point Type Consent records.
In Agentforce Health, consent capture records what a patient agreed to: which consent forms they accepted or signed for a care program, and how they agreed to be contacted. Consent management gives patients transparency and control, because they decide who can access their healthcare information and what that party can do with it.
Care program consent objects
Care program consent uses a set of authorization form objects. Together, they hold the consent document, link it to a program, and store each person's response.
| Object | What it does |
|---|---|
| Data Use Purpose | Is the container for all the authorization forms of one care program. Its Purpose field points to the care program, and one record can hold many forms. |
| Authorization Form | Describes one consent form: its name, revision number, effective dates and an "Is Signature Required" checkbox. |
| Authorization Form Text | Holds the actual consent document. |
| Authorization Form Data Use | Is a junction record that links an Authorization Form to a Data Use Purpose. |
| Authorization Form Consent | Stores the patient's actual response: the consent giver, the consent source type (such as email, phone or in person) and the consent status (such as seen, signed or rejected). |
One Authorization Form Consent record is created for each Authorization Form the patient consents to. The Consent Giver field links the record to the care program enrollee. The record also links to the Authorization Form Text that was agreed to, so you can track who consented to which form and which version.
When a Data Use Purpose is used for a care program, its Legal Basis field and its opt-out checkbox typically aren't used. Outside care programs, a data use purpose can describe uses such as billing or marketing, along with a legal basis.
Lakeside Clinic runs a cardiac rehab care program with two consent forms: one for exercise testing and one for sharing records with a home nurse. Both forms sit under one Data Use Purpose record. Each form has its own Authorization Form, Authorization Form Text and Authorization Form Data Use record. Priya enrolls and consents to both forms, so two Authorization Form Consent records are created, one for each form.