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Step 05 · Consent

A consent record you can show, not just a signed form.

Signing is the easy part. What matters later is being able to show which plan the consent covered, which version of the form the patient read, when they signed, and that the discussion happened. ClinicJourney is designed to keep all of that together.

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Jordan reads her consent form on a tablet at home in the evening, days before the appointment.

Images: AI-generated · fictional people and clinic · not ClinicJourney staff, patients or customers.

Where it goes wrong today.

  1. The signed form lives apart from the plan.

    Months later, it is hard to show which treatment and which version of the plan the patient agreed to.

  2. Forms are signed in the chair, minutes before treatment.

    The patient has no time to read, and no easy way to ask a question first.

  3. The plan changes, the consent does not.

    A different product or area is agreed on the day, and the form on file still describes the original plan.

Consent belongs to a plan, a treatment and a form version.

The consent form is sent from the plan it covers, so the patient can read it before the day. The record keeps the exact version they read and the time they signed. If the plan changes, the consent is marked as needing to be renewed.

Concept interface · fictional patient

Consent for plan v1 · Jordan Ellis

Neurotoxin consent, clinic v3
  1. Plan v1 signed offDr. A. Laurent · Thu 6 Mar Awaiting sign-off Signed off
  2. Consent form sentlinked to plan v1 · Fri 7 Mar Not sent Sent
  3. Read by patientall sections opened Not opened Read
  4. SignedMon 10 Mar, 19:05 · form v3 Waiting on patient Signed
  5. Photo consentclinical record only, no marketing Not given Recorded
  6. Discussion confirmedR. Osei · on the day On the day Confirmed

NextTreatment record can open, Thu 13 Mar

What goes on the record

  • The form, in the exact version the patient read
  • When it was sent, opened and signed, and how
  • The plan and treatment it covers
  • Photo consent, recorded separately, with the uses the patient agreed to
  • The practitioner’s confirmation that the consent discussion took place
  • A flag when the plan changes after consent was given

What the patient sees

The consent form on their phone, days before the appointment, with time to read each section and a way to ask a question before signing. A copy of what they signed.

Where the line is

The consent discussion is the practitioner’s responsibility, and in many places must be held by the person who will treat. ClinicJourney records that it happened and what was signed. It does not replace the conversation, and it does not decide whether consent is valid.

Why it matters

When a question comes later, the record answers it.

“In many of the cases we successfully defend, practitioners can demonstrate that risks were explained, informed consent was obtained, and appropriate aftercare advice was provided.”

Hamilton Fraser, aesthetics insurer, “30 years of aesthetic claims data”. Source. Quoted for context; Hamilton Fraser has no relationship with ClinicJourney.

For what regulators in Quebec, Ontario and England say about consent and the record, read What a consent record should show.

Talk to us about your consent forms.

Tell us how consent works in your clinic today and where it worries you most. We will show you how ClinicJourney is designed to handle it.

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