Actions
Feature #300
openEpic #13: Patient Portal
Patient Consent Management & Signature Workflow
Start date:
01/05/2026
Due date:
% Done:
0%
Files
Updated by Redmine Admin 28 days ago
- Description updated (diff)
- Status changed from Archieve to New
- Assignee changed from Abhishek Thakur to Vikash Kumar
Updated by Vikash Kumar 26 days ago
- Assignee changed from Vikash Kumar to Deeksha Singh
Updated by Vikash Kumar 23 days ago
Corrected Flow
User Creation / Email Confirmation
After the user confirms their email or is added by the admin, the system automatically creates a Consent Form.
The created user is assigned to this consent form for signing.
Notifications
At the same time, the system sends:
- An email notification
- An in-app notification
Both notifications inform the user that a consent form is available for signature.
User Login & Access
When the user logs in, a new tab called “Consent Form” appears in the Profile section.
Consent Form Actions
When the user clicks on the Consent Form tab, they can:
- View the consent document
- Sign the consent form electronically
- Download the signed consent form for their records
Join Meeting Flow
When the user books an appointment and clicks on Join Meeting, the system checks the consent form status:
- If no consent form exists, the system creates a new consent form and shows a popup asking the user to sign the consent form first.
- If a consent form exists but the status is not completed, the popup is shown and the user is required to complete the consent form before joining.
- If the consent form exists and the status is completed, no popup is shown and the user is allowed to join the meeting directly.
Updated by Deeksha Singh 5 days ago
QA test cases:
- Verify a consent form is automatically created when a user confirms email or is added by Admin.
- Verify newly created user is correctly assigned to the generated consent form.
- Verify user receives an email notification when a consent form is available for signature.
- Verify user receives an in-app notification for consent form availability.
- Verify “Consent Form” tab appears in Profile section after user login.
- Verify user can view the consent document from the Consent Form tab.
- Verify user can electronically sign the consent form.
- Verify user can download the signed consent form after completion.
- Verify system creates a consent form and prompts user to sign when no consent form exists at Join Meeting.
- Verify popup is shown when consent form exists but status is not completed.
- Verify user is blocked from joining the meeting until consent form is signed.
- Verify user can join the meeting directly when consent form status is completed.
Updated by Deeksha Singh 5 days ago
- Status changed from Ready to QA to Ready To PROD
Updated by Deeksha Singh 5 days ago
- Status changed from Ready To PROD to In Progress
Updated by Deeksha Singh 5 days ago
- Assignee changed from Deeksha Singh to Vikash Kumar
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