The consent responses can be recorded during or after participant registration. Consents can be collected in any of the below modes:
Survey Mode
Consent Collector Mode
Via Email
Privileges
A user having below necessary privileges will be able to collect consent data from patients:
From v7.0, a “Consent Collector” role is also present by default which has the above privileges required to collect consent.
Clinical Coordinator Mode
This mode is used when an OpenSpecimen user is collecting the consents.
Go to CP overview> Participants > Add
Enter the participant details
At the end of the page, click on “Proceed to Consents”
If 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
Add- 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 responsesChoose the consent that you want to enter from the dropdown
Survey Mode
This is used when you want to hand over a tablet or the 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
Go to ‘Participant Overview > Consents > Survey Mode’
A list of surveys is displayed in the dropdown
Click on the title of the survey. A pop-up appears with the 2 survey modes:
Choose 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
Fill 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.
Print/Save PDF
The filled up consent document can be printed or downloaded as PDF as below:
Go to Participant > Overview > Consents tab
Click on the consent document title which is to be printed
Click on “Print” at the top of the consent document
In case a printer is not attached, the document can be saved as a PDF document.
Email Consent Forms
The consent form can also be emailed to the 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.
Go to Participant list page of a CP
Select the participants whom you want to email the consents. Click on “Email Survey” at the top
Participants and their email addresses appear on the next screen. Click on “Next”.
Select the survey to be emailed from the dropdown. Click “Submit” once done.
A success message appears that survey links have been sent to the participants. User redirected to the participant list page
You can email consents to more participants by going to Participant List Page > More > Survey Invitations > Email Survey. Follow steps 3 and 4 after clicking “Email Survey”
Refer to Email Forms to Participants for more information on prerequisites, configuring the email template and the number of days the link remains active.