Feature: CL-11-EN-01Documentation Index
Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
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Module: Clinical (CL)
Audience: Organization Administrators, Compliance Officers
Overview
The Electronic Consent module enables your organization to capture, manage, and track patient consents for sharing substance use disorder (SUD) treatment records under 42 CFR Part 2. It provides:- Electronic consent capture with typed e-signature
- Granular consent categories (treatment, payment, operations, providers, research)
- Consent lifecycle management (active, expired, revoked)
- Expiration alerts at 30, 14, and 7 days before expiration
- Redisclosure audit trail — immutable log of all record disclosures
- Compliance dashboard with aggregate statistics
Accessing the Feature
Navigate to Clinical → Electronic Consents (/cl/electronic-consents).
Required permission: cl.electronic-consent.view
Permissions
| Action | Permission Key | Default Roles |
|---|---|---|
| View consents | cl.electronic-consent.view | org_admin, manager, staff |
| Create consents | cl.electronic-consent.create | org_admin, manager, staff |
| Revoke consents | cl.electronic-consent.revoke | org_admin |
| View redisclosure log | cl.redisclosure-log.view | org_admin, manager, staff |
| Record disclosures | cl.redisclosure-log.create | org_admin, manager, staff |
| View compliance dashboard | cl.compliance_report.view | org_admin |
Creating a Consent
- Click New Consent on the Consents tab
- Enter the patient ID
- Select consent categories (at least one required):
- Treatment — sharing for treatment purposes
- Payment — sharing for payment/billing
- Operations — sharing for healthcare operations
- Providers — sharing with specific providers
- Research — sharing for research purposes
- Set the effective date and optional expiration date
- Complete the e-signature:
- Type the signer’s full legal name
- Review and confirm the attestation statement
- Click Sign and Activate to create an active consent, or Save Draft to save without signing
Revoking a Consent
- Find the consent in the Consents tab
- Click the revoke action (requires
cl.electronic-consent.revokepermission) - Review the irreversibility warning
- Confirm revocation
Recording a Disclosure
- Navigate to the Redisclosure Audit tab
- Click Record Disclosure
- Select the active consent authorizing the disclosure
- Enter:
- Recipient — who is receiving the records
- Purpose — why records are being shared
- Records disclosed — types of records shared
- Review the 42 CFR Part 2 prohibition-on-redisclosure notice preview
- Click Record Disclosure
Expiration Alerts
The system tracks consent expiration dates and provides visual alerts:| Days Until Expiration | Status | Indicator |
|---|---|---|
| > 30 days | OK | No alert |
| 14–30 days | Warning | Yellow indicator |
| 7–14 days | Urgent | Orange indicator |
| ≤ 7 days or past | Expired | Red indicator |
Compliance Dashboard
The Part 2 Compliance Dashboard (/cl/compliance/part2) shows aggregate statistics:
- SUD Charts — total charts with SUD-flagged records
- Active Consents — current Part 2 consents on file
- Consent Coverage — percentage of SUD charts with active consent
- Disclosures — total disclosure log entries
- Redisclosures — disclosures with redisclosure flag
Audit Trail
All consent and disclosure actions are tracked:- Consent creation (who, when, categories, signature)
- Consent revocation (who, when)
- Disclosure recording (who, when, to whom, what, why)
Troubleshooting
| Issue | Resolution |
|---|---|
| Cannot create consent | Verify cl.electronic-consent.create permission is assigned |
| Cannot revoke consent | Only org_admin role has revoke permission by default |
| Cannot record disclosure | Ensure consent is in active status; expired/revoked consents cannot be used |
| Compliance dashboard empty | Verify cl.compliance_report.view permission; data is scoped to your organization |