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    How to Create a Consent Template in Cloud

    Kieran Worth

    This guide explains how to create and configure consent templates within the Admin app, including building the template, testing it with real data, and setting default options.

    Creating structured consent templates ensures consistency across documentation, improves efficiency when recording consent, and reduces the risk of missing important information. Using templates also helps standardise processes, making it easier for staff to capture accurate and compliant consent records.

    By following this guide, you will learn how to:

    • Access consent template settings within the Admin app
    • Create and name a new consent template
    • Build and customise the template using identifiers and manual input
    • Test the template with real service user data
    • Set default options and manage template availability

    This ensures all consent documentation is consistent, efficient to complete, and aligned with compliance and care planning requirements.

    Interactive Guide

    Text based guide

    Open the Admin app to begin managing system settings

    Select Care Planning to access care planning settings

    Open the Capacity & Consents menu to access consent management options

    Select Consent Templates to view and manage templates

    Select Add Consent to create a new consent template

    Enter a clear and descriptive consent title

    Enter a short name for quick reference within the system

    Select Build Consent to open the template editor

    Use the identifiers on the right to automatically populate service user information

    Enter and format your template content in the editor on the left

    Select a resident to preview how the template will populate

    Select a specific resident to test the template with real data

    Select Test Template to preview the populated consent form

    Review the preview to ensure all information is displayed correctly

    Select Save to store the consent template

    Set a default reminder frequency for consent renewals

    Select a renewal period to manage consent updates proactively

    Enable Mark as Default For New Clients to apply this template automatically

    Toggle the template on or off depending on your requirements

    Select Save to finalise and add the new consent template

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