The consent responses can be recorded during or after participant registration. Consents can be collected in any of the below modes:
Patient 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.
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 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.
Go to CP overview> Participants > Add
Enter the participant details
At the end of the page, click on “Proceed to Consents”
Click on “Add” for adding the consent in consent collector mode. Click on “Patient Mode” for handing it to the patient.
Choose the consent that you want to enter from the dropdown
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:
Go to CP > Participant list > Participant > Consents tab
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:
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 patients. 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 one or more consent forms 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 “Survey Links” overview page
You can email consents to more participants by going to Participant List Page > More > Survey Links > 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.