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Auto Consent: How does Consent work?

Take a deeper look into how Phamily collects CCM and PHI consent

Toufique avatar
Written by Toufique
Updated over a year ago

To see holistic experience of the patient and care manager interaction through the auto consent flow, watch the demo video below

Step-by-step Patient Experience

  • Patient says ‘yes’ to enrollment message

  • Patient receive auto-reply containing unique URL

  • Patient visits the url

  • Patient authenticates themselves (Last Name & DOB)

  • Patient agree to PHI Auth & CCM Consent terms

  • Patient submits consent form

  • Patient prompted to write a message to care manager

  • Messages transferred over to their SMS app

  • Patient sends the message

  • Patient receives confirmation & learn_more URL

Step-by-step Care Manager Experience

  • CM sees new message on Inbox

  • CM notices patient sent onboarding message, give them extra attention to welcome

  • CM doesn’t need to worry about marking consent or moving files over as they are available for download on patient profile on demand

    • CCM and PHI badges will automatically appear once the patients gives consent

  • Click the clipboard icon to view consent agreements

  • Create care plan, if not already done

More tips

  1. Patients must enter their Last Name and DOB exactly as they are in Phamily. DOB must be entered in the MM/DD/YYYY format

  2. Consent URLs cannot be shared between Patients. If you need to insert a consent URL into a message with a Patient, use the consent URL Smart Variable


See Also

Need help?

Contact our Support Team at support@phamily.com, or click the question mark in Phamily, for assistance.

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