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    How to Record Consent on Cloud

    Harry Herdman

    This guide explains how to record consent within the Care Planning app, including selecting the correct consent type, capturing a signature, and completing the required details.

    Accurately recording consent is essential for ensuring compliance, protecting service users, and maintaining clear and legally valid care records. Following this process helps improve accuracy, reduces the risk of missing information, and ensures all consent is properly documented and securely stored.

    By following this guide, you will learn how to:

    • Access consent and capacity tools within the Care Planning app
    • Select the correct service user and consent type
    • Capture and save a digital signature
    • Complete witness details and finalise the consent record

    This ensures consent is recorded clearly, securely, and in line with care and compliance requirements.

    Interactive Guide

    Text based guide

    Open the Care Planning app to begin recording consent and care plan information

    Select the Record option to begin documenting care plan information

    Select More Options to access additional care planning tools

    Scroll through the options and locate Consent & Capacity

    Select Launch under Consent to open the digital consent form

    Select the service user you want to record consent for

    Select Continue to proceed after choosing the service user

    Open the Select Consent Type dropdown to choose the required consent

    Select the consent type you want to record

    Confirm whether the service user has the mental capacity to give consent

    Specify whether the service user is able to provide their own signature

    Select Add Signature to capture a digital signature

    Ask the service user to provide their signature within the signature box

    Select Save Signature to store and apply the captured signature

    Open the Witnessed By dropdown to record who is witnessing the consent

    Select the role of the person providing consent, such as Family Member

    Enter the witness name to complete the consent form

    Select Save Consent to finalise and securely record the consent

     
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