The goal is to ensure that all consent forms have been completed at least 24 hours before the first appointment.
NB:
- If the clinic allows all forms to be electronically signed at home the status should show as 'Completed' 1 day before the appointment.
- If all forms have to be signed in-clinic the status should show as 'In progress'
- If some forms can be signed at home and in-clinic the status should show as 'In progress' or 'Clinic action required'
1. Review the calendar each day to check the status of the consent cases for patients/partners visiting the clinic in the next few days.
2. How and when the patient / partner are contacted will be defined by the clinic's SOP, for example:
- Not completed 1 day before appointment
- Call Patient - explain consequences of not completing forms on time
- Not completed 3 day before appointment
- SMS Patient - reminder about appointment and need to complete forms 1 day before
- Not completed 5 day before appointment
- Email Patient - reminder about appointment and need to complete forms 1 day before
3. If all the forms have been completed check for any Validation Alerts. Typical validation alerts include:
- Key fields where the patient/partner has opted out
- Key fields where the patient/partner have chosen different options
- Key fields where the patient/partner have entered different values
Clinic judgement is needed for each alert to assess risk / impact. Best practice is to add a Note explaining what action (if any) was taken in relation to the alert.