Consent and Authorised Representatives

Before starting consultation

1. Open the patient's queue entry and check the Consent column. If general consent is missing, select Capture consent.
2. Confirm the patient name and patient number shown in the consent window before anyone signs.
3. Read or explain the displayed form to the patient or authorised representative and answer questions before continuing.

Tip: Do not use another person's patient record to save time. Consent evidence is permanently linked to the selected patient and clinic.

When the patient signs

1. Leave the representative option off. The signer name should remain the patient's name.
2. Ask the patient to sign in the patient signature area.
3. Confirm the selected practitioner is the nurse responsible for the consent and that their saved practitioner signature is displayed.
4. Save the form and wait for the Consent saved confirmation before closing it.

When a representative signs

1. Turn on the authorised representative option. Enter the representative's full name—the patient name must remain unchanged elsewhere on the form.
2. Record the relationship to the patient, for example parent, legal guardian or mandated person.
3. Record the authority relied on, for example parental responsibility, guardianship order or written mandate. Do not place the authority in the relationship field.
4. Capture the representative's signature and the selected practitioner's signature, then save.

Tip: For minors or a person unable to consent, follow the clinic's approved capacity, guardian and assent procedure. The software records evidence but does not decide legal authority.

Additional procedure consent

1. In Consent for today, confirm General consent active and tick the routine consultation confirmation.
2. Select only the additional procedure actually being performed.
3. Complete and save the procedure-specific form. A selected procedure must have a signed form before the consultation can be completed.
4. If the nurse-signature warning appears, stop and have that nurse save their practitioner signature in their own profile before retrying.

Verify the record

1. Open the completed consultation and find Consent record.
2. Open each saved form and confirm patient, signer capacity, signer name, relationship, authority, signatures, template version and signed date.
3. If the system says evidence could not be displayed, use Retry consent records. Do not assume this means consent is missing.