Record Patient Consent

Document a patient’s consent (or revocation) for receiving communications via specific channels and for specific purposes.

Prerequisites

• ClinicAdmin role
• Access to the patient’s profile

Steps

1. Navigate to the patient profile → Consent section.
2. Select the purpose for which consent is being recorded:
   • Appointment Reminders
   • Treatment Follow-Up
   • Marketing
   • Operational
3. Select the channel (email, WhatsApp, SMS, push).
4. Record whether consent is granted or revoked.
5. Click Save to store the consent record.

Notes

• Consent records include: recipient, purpose, channel, granted/revoked status, timestamp, and the staff member who recorded it.
• Transactional notifications (security alerts, password reset) are NOT affected by consent — they are always delivered regardless of consent state.
• Patients can revoke consent at any time via an unsubscribe mechanism.
• Consent records are immutable — revocation creates a new record rather than modifying the original grant.
• The platform requires explicit consent before sending non-transactional notifications to patients and leads.
• All consent changes are recorded in the AuditLog.