Click here to return to the Consent for Release table of contents
- The extent of information to be disclosed- Select the extent of the consent by utilizing the drop down.
- Extents can be created under Setup 🡪 Lookup Manager 🡪 Release Extent of Information.
- Enter any desired comments that will appear in some Consent forms as a view only text box.
- The purpose of need for such disclosure- Select the purpose of the consent by utilizing the drop down.
- Purposes can be created under Setup 🡪 Lookup Manager 🡪 Release Purpose of Disclosure.
- Enter any desired comments that will appear in some Consent forms as a view only text box.
- This content will expire on: (check one)- Select when you want the consent to expire.
- This consent will expire on- Select how many Months/Year/Years until the Consent expires.
- Text Box- Enter verbiage that will determine when the Consent will expire.
- This consent will expire on- Select how many Months/Year/Years until the Consent expires.
- Legal Verbiage- Enter certain legal verbiage you wish to require on the consent.
- Save and Repeat these steps and the steps for the Details 1 tab for each Consent for Release template you wish to create.