Client Consents - PM

Manage client consents for treatment and release of information.

Go to: Avatar PM > Client Management > Client Information
In the Select Client screen, enter the client name or ID, and select. Click Select. If the client has multiple episodes, the Episode Information pre-display shows. Select the episode and click OK.
In the Exclude Client From Reports field, select Yes to exclude the client's consents from reports.
To view a table of client consents, click Manage Consents.

Within the Manage Consents screen, click New Row.
In the Consent Type field, double-click and select a consent type from the list. Click Select.
In the Status field, double-click and select a status from the list. Click Select.
In the Consent Date field, double-click and display a drop-down calendar. Double-click a date to select it.
In the Reason for Consent field, double-click and select a consent reason from the list. Click Select.
In the Last Review Date field, double-click and display a drop-down calendar. Double-click a date to select it. This date is used to record when the consent was last reviewed. It is a CCHIT requirement for Advanced Directive consents.
In the Signed Receipt on File field, double-click and select Yes or No to indicate if a signed receipt for the consent is on file. Click Select.
In the Comments field, double-click and enter comments. Click Ok.
Click Save.
When finished, click Submit to finalize your changes.

To view the client consents in Chart Review, click View Consents. The report generates automatically.

To print a client consent, in the Select Consent To Print field, select the consent.
Click Print.

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