EHR > Required Consent Rules

Key Info  
Purpose:

Configure the list of custom consent rules for your institution.
Related Module(s):

Attachments/Consents, EHR
Accessed From:

Maintenance > EHR > Required Consent Rules

Window(s):

Required Consent Rules

Procedures for Required Consent Rule

Provider Types for Required Consent Rule
Dependencies:

Consent Codes

Procedure Codes

Provider Types

Required Consent Rules Window

The Required Consent Rules window allows you to specify custom consent rules for your institution.

Three pieces of criteria are used to determine whether a consent is required:

  • The patient requires treatment consent
  • The provider requires patient consent
  • The procedure requires patient consent

When all three of these criteria are met, axiUm indicates that a consent is required.

There are cases, however that require additional factors to be taken into account, or the need to indicate a specific consent requirement.

There are three types of custom consent rules that can be configured to meet the needs of your institution:

Note: These custom rules still requires that the criteria above is met.

  • Any Treatment Based Consent: This is the most basic type of rule. It allows you to specify a list of procedures and provider types. When a procedure from the list is added to a patient’s record for a provider type in the list, consent is required. Any treatment based consent can be used to meet this requirement.

  • Specific Consent: In this situation, you specify your list of procedures and provider types, but you must also specify which consent code must be added to the patient’s record to meet this requirement.

  • Custom Function: For this rule, you must specify the criteria that warrants the requirement of a consent based on a custom function. This is helpful when you want to implement a consent rule with advanced logic.

For more information on consents, refer to the Attachments/Consents Setup Guide.

Field Description
Description

A text field that describes the rule.
Rule Type

A drop-down list that indicates the type of custom rule this record applies to:

  • Any Treatment Based Consent
  • Specific Consent
  • Custom Function
Consent

A text field that indicates the consent code to use for this rule.

The ellipsis is used to display the Consent List window and select a consent.

Note: This field is only enabled if the Rule Type field set to Specific Consent, and is only available after the rule has been created.

Function

A text field that indicates the exact name of the Oracle function used for this rule.

Note: This field is only enabled if the Rule Type field set to Custom Function, and is only available after the rule has been created.

Task Procedure
Add Consent Rules
  1. Click the Clear Data () icon.
  2. Complete the Description and Rule Type fields as necessary and click the Add a new Record () icon.
  3. Complete the remaining fields as necessary and click the Modify Record () icon.

    4. Note: Only the Description and Rule Type fields are enabled until the rule is saved.

Specify Procedures for a Rule

  1. Select a listed entry and click the Procedures... button to display the Procedures for Required Consent Rule window.
  2. Add and remove procedures from the rule as necessary and close the window.

    3. Note: Only procedures with the Procedure requires Pt Consent check box selected display in the list. See Procedure Codes for more information.

Specify Provider Types for a Rule

  1. Select a listed entry and click the Provider Types... button to display the Provider Types for Required Consent Rule window.
  2. Add and remove provider types from the rule as necessary and close the window.

Edit Consent Rules

  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Delete Consent Rules
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.
Preview/Print Report
  1. (Optional) To preview the Required Consent Rules report, click the Preview Report () icon.
  2. To print the Required Consent Rules report, click the Print Report () icon.

    3. Note: The Required Consent Rules report uses the consreq.rpt file.

Procedures for Required Consent Rule Window

(Maintenance > EHR > Required Consent Rules)

The Procedures for Required Consent Rule window allows you to specify the procedure codes that the selected rule applies to. It displays when you open the Required Consent Rules window, select a listed rule and click the Procedures... button.

Note: Only procedures with the Procedure requires Pt Consent check box selected display in the list. For more information, see Procedure Codes.

Task Procedure
Add Procedures
  1. Search for and select one or more procedures from the Procedures (searched for) list.
  2. Click the > button to move the procedure(s) to the Assigned Procedures list.
Remove Procedures
  1. Select one or more procedures from the Assigned Procedures list.
  2. Click the < button to move the procedure(s) to the Procedures (searched for) list.

Provider Types for Required Consent Rule Window

(Maintenance > EHR > Required Consent Rules)

The Provider Types for Required Consent Rule window allows you to specify the provider types that the selected rule applies to. It displays when you open the Required Consent Rules window, select a listed rule and click the Provider Types... button.

Task Procedure
Add Provider Types
  1. Select one or more provider types from the Provider Types list.
  2. Click the > button to move the provider type(s) to the Assigned Provider Types list.
Remove Procedures
  1. Select one or more provider types from the Assigned Provider Types list.
  2. Click the < button to move the provider type(s) to the Provider Types list.