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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:

  1. Patient Mode

  2. Consent Collector Mode

  3. Via Email

Privileges

A user having below basic privileges will be able to collect consent from patients:

From v7.0, a “Consent Collector” role is also present by default which has the above privileges required to collect consent.

Consent Collector 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 switcing over to the patient mode, the system logs out the user and ensures that the patient only sees the consent form on the screen and cannot view any other data of OpenSpecimen.

 Steps to add consent from the register participant page
  1. Go to CP overview> Participants > Add

  2. Enter the participant details

  3. At the end of the page, click on “Proceed to Consents”

  4. Click on “Add” for adding the consent in consent collector mode. Click on “Patient Mode” for handing it to the patient.

  5. Choose the consent that you want to enter from the dropdown

  6. Enter the consent responses and click “Save”. In case it is in the “Patient Mode” a message will be displayed.

Here are the steps to collect consent from the Participant overview > Consents tab:

 Steps to collect consent from the participant consent tab
  1. Go to CP > Participant list > Participant > Consents tab

  2. Follow the steps from “Steps to add consent from register participant page” step 4 onwards to collect the consent.

Print/Save PDF

The filled up consent document can be printed or downloaded as PDF as below.

 Print the consent document
  1. Go to Participant > Overview > Consents tab

  2. Click on the consent document title which is to be printed

  3. Click on “Print” at the top of the consent document

  4. In case a printer is not attached, the document can be saved as PDF.

Email Consent Forms

The consent form can also be emailed to the patients. A unique URL is generated per participant and is valid for a configured number of days.

Refer to Email Forms for more information.

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