Short answer
Open the client's Care Coordination tab and, under Consents and sharing, tap Record consent. Choose who it covers (one person's care panel, a role, or everyone outside the agency), what it covers, when it starts and ends, and who signed it, and attach the signed form. Care panels for that person then show the client. Revoke stops sharing right away and keeps the record.
Step by step
- Open the client and choose the Care Coordination tab.
- Under Consents and sharing, tap Record consent.
- Choose Who it covers (one person's page, anyone on the care team, a role, or everyone outside the agency) and What it covers.
- Set Starts and Ends, the Purpose, and who signed it with their authority, such as mother, legal guardian.
- Attach the signed form and tap Record consent.
- To withdraw it, tap Revoke on the consent and write why.
Good to know
- Who needs one. Doctors, therapists and the health plan may receive care information for treatment or payment without one, and a parent or guardian needs none. A school or community contact does.
- Never shared. Substance-use treatment records (42 CFR Part 2), behavioral health notes and anything kept from guardians are never shared through a consent.
- Nothing is deleted. A revoked or ended consent stays on the record with what was shared under it.