Consent capture for care programs with authorization forms
Key Takeaway
Participants consent in the Program Enrollment flow, using forms linked to the care program through a Data Use Purpose. If consent must happen apart from enrollment, remove the Enrollment Consent Forms component from that flow and build a separate flow on the enrollee record with the Consent Form List View component.
Many care programs require a participant to agree to consent documents before taking part. Agentforce Health stores those documents in five consent objects and links them to a care program. A flow then captures the participant's agreement during enrollment. The result is a record of who consented to which form, how they consented, and the status of that consent.
The five consent objects
Five objects support consent for care programs. Think of them as a chain that runs from the care program to the participant's agreement.
- Data Use Purpose is the container for all the consent forms of one care program. Its "Purpose" field points to the care program. One Data Use Purpose record can hold many forms. The "Legal Basis" field and the opt-out checkbox on Data Use Purpose aren't used for care programs.
- Authorization Form describes a single consent form, including its name, revision number, effective dates and whether a signature is required ("Signature Required"). Its "Default Auth Form Text" field names the text to use when text isn't available for a specific language.
- Authorization Form Text holds the actual consent document, which you pick in the "Content Document" field from an uploaded file. One form can have many text records for different languages, regions and situations. Each text record can include a "Summary Auth Form Text" that is shown to the participant when they are asked for consent.
- Authorization Form Data Use is a junction object between an Authorization Form and a Data Use Purpose. Creating this record is what ties a consent form to the care program.
- Authorization Form Consent records the actual agreement: the consent giver, the consent source type (such as email, phone or in-person) and the consent status (seen, signed, rejected). Its "Consent Giver" field links to a specific care program enrollee.
A cardiac rehab care program uses two consent forms: a treatment consent that needs a signature and a privacy notice that is informational only. The program has one Data Use Purpose. Each form has its own Authorization Form, with one Authorization Form Text in English and one in Spanish. Two Authorization Form Data Use records tie the two forms to the Data Use Purpose. When a participant consents to both forms, two Authorization Form Consent records are created, one for each form.