This article will go through step by step on creating additional consent types and methods in Admin.
Step 1: Launch Admin
Step 2: Click on Applications > Select Practice Manager in the table > Customise Practice Manager on the left hand side.
Step 3: Click on Client Consent (GDPR) > then select Consent Types > Create Type.
Step 4: Enter consent name > Save
Step 1: Launch Admin
Step 2: Click on Applications > Select Practice Manager in the table > Customise Practice Manager on the left hand side.
Step 3: Click on Client Consent (GDPR) > then select consent methods.
Step 4: Enter consent name > Save.
Changes will apply after you click on Finish > Finish and Save > Close Admin > Re-open.
For further information on using consent management and doing a bulk consent, please refer to the Knowledge Base articles below:
How to use the Consent Management feature within Practice Manager
How to use the Bulk Consent Function within Consent Management