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The consent responses can be recorded during or after participant registration. Consents can be collected in any of the below modes:
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Survey Mode
Consent Collector Mode
Via Email
Privileges
A user having the below necessary privileges will be able to collect consent data from patients:
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From v7.0, a “Consent Collector” role is also present by default which has the above privileges required to collect consent.
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Clinical Coordinator Mode
This mode is used when an OpenSpecimen user (like Clinic Coordinator) is collecting the consents. In this mode, the user can register the participant and collect consents.
Patient Mode
This is used when the Clinic Coordinator wants to hand over a tablet (for example, iPad) or the desktop to the participant. When switching over to the patient mode, the system logs out the user. It ensures that the patient only sees the consent form on the screen and cannot view any other data of OpenSpecimen.
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| Steps to add consent from the register participant page | Go to CP overview> Participants > Add Enter the participant details At the end of the page, click on “Proceed to Consents”
 Image RemovedClick on “Add” for adding the consent in consent collector mode. Click on “Patient Mode” for handing it to the patient.
 Image Removed Image AddedIf the ‘Surveys’ have been configured in the CP settings and the participant conditions match the survey conditions, you will be redirected directly to the appropriate form. Refer ‘Surveys ’ for more information If no surveys are configured or the survey conditions don’t match the participant registration, you will be redirected to the below page  Image AddedAdd- Allows you to enter the responses in consent collector mode. This is used when co-ordinator is filling in the survey responses along with the participant
Survey Mode- Allows you to enter responses in the Survey mode. This is used when participant is asked to fill in the survey responses Choose the consent that you want to enter from the dropdown
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 Image RemovedEnter the consent responses and click “Save”. In case it is in the “Patient Mode” a message will be displayed.
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Survey Mode
This is used when you want to hand over a tablet or a desktop to the participant. The survey can be filled in two different modes:
as a signed-in user- The user is not logged out of the system while filling responses
as a participant- The user is logged out of the system while filling the responses
For details on how to create surveys and use them, refer ‘Surveys ’ wiki
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| title | Steps to collect consent from the participant consent tabthe responses in Survey mode |
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Go to
CP > Participant list > Participant > Consents tab
 Image RemovedFollow the steps from “Steps to add consent from register participant page” step 4 onwards to collect the consent‘Participant Overview > Consents > Survey Mode’
 Image AddedA list of surveys is displayed in the dropdown Click on the title of the survey. A pop-up appears with the 2 survey modes:
 Image AddedChoose the ‘as signed-in user’ if you want to remain signed in and fill in the responses. Select the ‘as participant’ to log out of the system and fill in the responses. Click on ‘Proceed’ You will be redirected to the start of the survey
 Image AddedFill in the responses. Once the responses are filled, click on ‘Sign In’ to go back to the OpenSpecimen. If you had used the ‘as signed-in user’ mode, you will not be asked for credentials again while logging in.
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Print/Save PDF
The filled-up consent document can be printed or downloaded as PDF as below:
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| title | Print the consent document |
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Go to Participant > Overview > Consents tab Click on the consent document title which is to be printed
 Image Removed Image AddedClick on “Print” at the top of the consent document.
 Image Removed Image AddedIn case a printer is not attached, the document can be saved as a PDF document.
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Email Consent Forms
The consent form can also be emailed to the patientsthe participants so that they can enter the consent details from home. A unique URL is generated per participant and is valid for a configured number of days.
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| title | Steps to email consent form to participants |
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Go to the Participant list page of a CP. Select the participants to whom you want to email the consent. Click on “Email Survey” at the top.
 Image AddedParticipants and their email addresses appear on the next screen. Click on “Next”.
 Image AddedSelect the survey to be emailed from the dropdown. Click “Submit” once done.
 Image Added Image AddedA success message appears that survey links have been sent to the participants. User redirected to the participant list page You can email consent to more participants by going to Participant List Page > More > Survey Invitations > Email Survey. Follow steps 3 and 4 after clicking “Email Survey”
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Refer to Email Consents and Forms to Participants for more information on prerequisites, configuring the email template, and the number of days the link remains active.
Delete collected Survey/eConsent form
Sometimes users collect the consent incorrectly, or patients want to revoke the consent. In that case, user can delete that collected consent from the OpenSpecimen v9.1 version using the below step.
Go to the Participant Overview page.
Click on the Consents tab.
Click on the Delete button highlighted in the below screenshot
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