Signature Renewal Configuration, Expiry Management, and Expired Consent Banner Indicator

Configure Renewal Interval

Add Patient Consent

View Expired Consent Alert

What’s New

• A configurable Signature Renewal Interval is available for Consent letter templates.
• Consents automatically calculate and manage effective end dates based on template settings.
• Expired consents are automatically marked and locked from further modification.
• A new “Expired Consent” banner tag appears in the patient chart when applicable.
• Only one active consent per template is permitted at any time.
• Renewal logic is inherited at the time of consent creation and does not apply retroactively.

How It Works 

Configure Signature Renewal Interval (Template Level)

1. Navigate to Settings > Reports > Letter Templates.

2. Create or edit a template with Type set to Consent.

3. Configure the Signature Renewal Interval using one of the following options:

   • Once (default)

   • Every <define interval> (days, months, or years)

   • Every Visit

4. Save the template.

The selected renewal interval is stored with the template and applied to all new consents created from it.

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2. Consent Creation and Automatic End Date Handling

When adding a consent via:
Patient > Profile > Registration > Consents

The system applies the renewal logic defined in the template:

If set to “Every <interval>”:
• The effective end date is auto-calculated from the start date.
• Changing the start date updates the end date automatically.
• The end date can be edited while the consent is active.

If set to “Every Visit”:
• The end date matches the start date.
• Changing the start date updates the end date.
• Editable while active.

If set to “Once”:
• The end date remains blank by default.
• The user may manually enter an end date while active.

An info icon appears next to the end date when renewal is configured.
Hover tooltip:
“This consent requires signature every <interval>. Expiry date is automatically calculated based on effective start date.”

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3. Automatic Expiration Logic

• When the current date exceeds the effective end date, the system automatically sets the consent status to Expired.
• Status and end date fields become read-only.
• Tooltip displayed:
“This consent is expired. Please create a new one.”
• The Expired status becomes visible in the dropdown.

If manually marked as Expired:
• The current date is recorded as the expiration date.
• Future end dates are blocked.
• Error displayed if future date entered.
• Once saved as Expired, status cannot be modified again.

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4. Expired Consent Banner Indicator

When viewing a patient chart:

• If at least one consent is expired and not replaced, an “Expired Consent” tag appears in the patient banner.
• The tag cannot be manually dismissed.
• Hovering over the tag displays a tooltip listing all expired consent forms requiring attention.
• Once the same consent form is re-added and active, the expired version is removed from the alert list.
• If no expired consents remain, the banner tag is automatically removed.

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5. Duplicate Prevention Rule

• If a user attempts to add a new consent using a template that already has an active consent, the system prompts the user to expire the existing consent first.
• Only one active consent per template is permitted.

Benefits

• Standardizes consent renewal requirements at the template level.
• Automates end date calculation and expiration enforcement.
• Prevents duplicate active consents.
• Improves compliance with signature renewal policies.
• Provides immediate visual indication of expired consents.
• Maintains audit integrity and lifecycle traceability.