How to create additional consent types in Consent Management

This article will go through step by step on creating additional consent types and methods in Admin.

  1.  Consent Types
  2.  Consent Methods

Consent Types

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

Consent Methods

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



Article ID: 2826
Last updated: 31 Oct, 2019
Revision: 5
Practice Manager -> How to create additional consent types in Consent Management
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