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Healthcare Consent Management Checklist: Patient Rights & Documentation

Ensure patient autonomy and maintain HIPAA compliance with our Healthcare Consent Management Checklist. Streamline the consent process, safeguard patient rights, and simplify documentation - your key to worry-free patient engagement.

This Template was installed 5 times.

Pre-Consent Discussion

1 of 8

Documents the initial conversation about the procedure/treatment and patient understanding.

Briefly describe the proposed procedure/treatment.

Explain the purpose and expected benefits of the procedure/treatment.

Describe potential risks and complications associated with the procedure/treatment.

Explain alternative treatment options (if any) and their respective pros and cons.

Patient's understanding of the procedure – Initial Assessment

Date of initial discussion

Time of initial discussion

Consent Form Review

2 of 8

Confirms the patient has reviewed and understands the consent form's contents.

Summary of Procedure/Treatment Explained

Description of Potential Benefits

Explanation of Potential Risks and Complications

Alternative Treatment Options Discussed

Patient Understanding Assessment (Verbal)

Healthcare Provider Signature (Confirmation of Review)

Capacity Assessment

3 of 8

Evaluates the patient's ability to understand and make informed decisions.

Observed Cognitive Function (Brief)

Description of Communication & Comprehension

Presence of Cognitive Impairment (Diagnosis)

Estimated Education Level (Years)

Date of Last Cognitive Assessment

Assessor Signature

Alternatives Explanation

4 of 8

Verifies discussion of alternative treatments and their associated risks/benefits.

Description of Alternative 1

Description of Alternative 2

Description of Alternative 3 (If Applicable)

Patient Understanding of Alternative 1

Patient Understanding of Risks/Benefits of Alternative 1

Notes on Patient Concerns (Regarding Alternatives)

Patient Questions & Clarification

5 of 8

Records any questions asked by the patient and the responses provided.

Patient Questions Asked

Healthcare Provider Response/Explanation

Patient Understanding Verified?

Summary of Clarification Provided (if applicable)

Did patient express any concerns?

Details of Concerns (if any)

Consent Signatures & Witnessing

6 of 8

Confirms proper signatures from the patient, healthcare provider, and witness (if required).

Patient Signature

Date of Signature

Time of Signature

Healthcare Provider Signature

Provider Signature Date

Witness Required?

Witness Signature (If Applicable)

Witness Signature Date (If Applicable)

Documentation & Storage

7 of 8

Ensures the consent form is accurately documented and securely stored in accordance with policy.

Date of Consent Documentation

Time of Consent Documentation

Signature of Documenting Staff

Consent Form Type

Storage Location

Notes on Documentation (e.g., specific instructions followed)

Revocation/Amendment

8 of 8

Details the process for patients to revoke or amend their consent and confirmation of acknowledgement.

Date of Revocation/Amendment

Time of Revocation/Amendment

Reason for Revocation/Amendment (Patient)

Healthcare Provider Explanation of Revocation/Amendment

Patient Signature (Acknowledging Revocation/Amendment)

Healthcare Provider Signature (Confirming Revocation/Amendment)

Method of Revocation (e.g., Verbal, Written)

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