Healthcare

Patient Procedure Consent & Information Management

Manages approved procedure information, accessible discussion records and consent documentation.

Request a tailored demonstration Explore the interface

11 workspace menus · 5 role profiles · Connected records

Designed for care coordinators and the responsible business owners

Patient Procedure Consent & Information Management workspace interface preview; illustrative records and figures. — **Patient Procedure Consent & Information Management — operational workspace**Interface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

Patient Procedure Consent & Information Management record interface preview; illustrative records and figures. — **Patient Procedure Consent & Information Management — record and workflow review**Interface preview · Illustrative dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Service / care teamPeriodAssigned teamReview state

Dashboard measures

Active permission records
Count of all records in the selected workspace.
Review queue
Records at the third stage of the business workflow.
Needs attention
Records with an assigned review requirement.
Final-stage records
Records in the fourth business workflow stage.

Business workflow and operating scope

Manages approved procedure information, accessible discussion records and consent documentation. Tracks consent conditions, version changes and withdrawal notifications, with clinician review and clear evidence of what information was provided and which decisions were recorded.

Operational visibility

Workload and progress by service / care team
Outstanding reviews and assigned actions
Evidence completeness and exception history
Accepted outcomes and follow-up obligations

Operations

Operational overview

Review the work position and priority actions.

Procedure information

Coordinate procedure information with assigned responsibilities, linked records and review history.

Accessible discussion records

Coordinate accessible discussion records with assigned responsibilities, linked records and review history.

Consent documentation

Coordinate consent documentation with assigned responsibilities, linked records and review history.

Consent conditions

Coordinate consent conditions with assigned responsibilities, linked records and review history.

Version changes

Coordinate version changes with assigned responsibilities, linked records and review history.

Withdrawal notifications

Coordinate withdrawal notifications with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

Capture the request and scope

Establish the scope of procedure information, capture the required records and assign the accountable team.

Review permissions and evidence

Coordinate accessible discussion records and consent documentation with linked evidence and visible outstanding actions.

Record the authorised decision

Review the relevant conditions and exceptions. Record the authorised outcome and its supporting evidence.

Track access and later changes

Confirm the resulting records and handovers. Track remaining obligations, later changes and follow-up actions.

Governance and control

Role permissions reflect the agreed responsibilities and restricted record access.
Sensitive information is restricted to the agreed roles and permitted sharing scope.
Required information and evidence are checked before the relevant decision or handover.
Exceptions have a named owner, recorded reason and an authorised resolution.
Approved changes retain their previous values, accountable decisions and linked evidence.
Integration mappings, business rules and acceptance criteria are reviewed with the customer.

Accountable roles

Care coordinator

Service practitioner

Clinical reviewer

Service authoriser

Restricted records administrator

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

Permission recordProcedure informationAccessible discussion recordsConsent documentationConsent conditionsVersion changesDecisionSupporting evidenceActivity history

Systems and interfaces

Patient administration and care records
Approved booking, clinical or service interfaces
Identity and role-based access services
Approved document and communication services

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Confirm the operating boundaries for procedure information, responsible roles, review authority, record retention, interface mappings and acceptance scenarios.

Mobile and tablet access

Authorised users can review procedure information, supporting records and assigned actions through mobile and tablet access. The relevant tasks and permissions are agreed for the deployment.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

Core workflows and approval rules are defined with your business owners. Operational AI can be assessed separately against a specific business outcome and review requirements.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

Explore the platform

Genesis architecture →

Context Memory →

An example operating scenario

See the process, its exception and the evidence.

Start with procedure information and follow the record through the ‘Review permissions and evidence’ stage. Introduce a missing item or operating exception, record the authorised resolution and inspect the final handover, evidence and history.

What to review

A saved end-to-end transaction
An exception and its authorised resolution
Different operator, approver and reviewer permissions
Final records, history and the relevant report

Discuss this solution

Questions before implementation.

What can we review in a tailored demonstration?

Review a representative permission record, its workflow stages, accountable roles, an exception and the resulting operational report. Bring the business process and existing system requirements that matter to your organisation.

How is the solution adapted to our organisation?

The operating scope covers your records, role permissions, review authority, business rules and integration boundaries. These requirements are agreed with the responsible business owners.

How does the solution connect with existing systems?

Connection design defines interfaces, data ownership, mapping, authentication and exception handling. The agreed implementation includes validation against the selected systems and workflows.

How are subsequent changes controlled?

The agreed engineering approach covers review of change impact, bounded implementation, validation and accepted revisions. Discuss the relevant Genesis Context Memory and support requirements during solution scoping.