877-777-2298

Consents

Updated July 9, 2026 2 minute read

The Consents tab records and displays patient preferences for contact methods, data exchange, and ambient listening AI (Add-On Feature) consent status. Options for data exchange consent status are dependent on a clinic’s interface setup.

Consents
Add a Communication Preference

  1. Go to Chart > Demographics > Consent

  2. Click Update

  3. Select a Contact preference, a Reminders preference, or both

  4. Click Save

Update a Communication Preference

  1. Go to Chart > Demographics > Consents

  2. Click Update

  3. Update the necessary preference information

  4. Click Save

Ambient Listening AI
  1. Go to Chart > Demographics > Consents
  2. Under Ambient Listening click Update.
  3. Choose the Consent Status: Not Obtained, Consented or Denied
  4. Then choose the Method: Written or Verbal
  5. Enter consent the Date.
  6. Optional: Enter Expiration Date.
  7. Click Save
Immunization Registry
Add an Immunization Registry Recall/Reminders Preference

  1. Go to Chart > Demographics > Consents

  2. Click Update

  3. Select a Recall/Reminders preference

  4. Click Save

Update an Immunization Registry Recall/Reminders Preference

  1. Go to Chart > Demographics > Comm. Prefs

  2. Click Update

  3. Update the Recall/Reminders preference

  4. Click Save

ImmTrac Texas Immunization Registry Interface

Clinics with an ImmTrac Texas Immunization Registry interface are able to document patient consent affirmations. To add a patient consent or update an existing one:

  1. Go to Chart > Demographics > Comm. Prefs

  2. Click Update

  3. Select a Consent type

  4. Populate the consent Date

    1. Date populated cannot be a future date

  5. Click Save

HIE

The Health Information Exchange (HIE) section displays for clinics with one or more HIE interfaces. From this section users are able to document patient consent per HIE.

For all patients, the default Consent Status is Unknown and the default consent Date is the date of chart creation until the information is updated by a user.

Update HIE Consent Status

  1. Go to Chart > Demographics > Comm. Prefs

  2. Click Update

  3. Select an HIE from the list

  4. Click Update

  5. Select a Consent Status

  6. Populate the consent Date

    1. Date populated cannot be a future date

  7. Click Save

Historic Button

The Historic button displays an audit trail of user activity in the Demographics subtabs. To view changes made to patient demographics:

  1. Click Historic from the subtab
  2. Select a Time Frame for the changes
  3. Click Retrieve

The results display the Date and Time the change was made, the User who made the change, the data Element that was changed, the original value of the element (From), and what the element was changed To.