Consent Form Review Checklist
When receiving any signed consent form back from a client, before taking any action, open the consent form received and check for the following:
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Yes |
No |
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Consent form includes the signature page and is signed |
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“Yes” has been checked for all consent boxes (vs. “No”) |
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For Consent to Register: |
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- the provider and all the courses are visible on the form |
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- only courses with Has a Registration Process = Yes are listed on the form |
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For Consent to Submit Application, the provider and program (or courses, if applicable) are listed on the consent form |
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If you check “No” for any of the above, you need to obtain a new Consent to Register before taking any action.
Consent to Register
Once you are certain you have a complete and accurate consent form:
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Yes |
No |
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“Yes” has been checked for all consent boxes (vs. “No”) |
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Client name has been added in the “Regarding” field of the SignNow email so it appears on the client’s timeline |
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Consent Form has been added to the Consent tab |
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If all above is “Yes,” you may proceed to register the client in the selected courses. When registering, verify the following:
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Yes |
No |
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Courses you are registering match the courses on the consent form (course names may have changed or courses in a pathway have changed) |
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If courses have changed, you will need a new consent form with the correct courses.
If course name has changed, reach out to policysupport@contactnorth.ca to review whether a new consent form is needed.
Additional Resources and Training
To access these resources, log into Moodle Training site and go to CRM Training 301 – Complete Guide
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Module/Resource |
Description |
Navigation |
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CRM 301 – SignNow |
Step-by-step instructions on creating consent forms in SignNow |
Consent |
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CRM 301 – Consent Forms |
Step-by-step instructions on what do to with consent forms in the CRM |
Consent |
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Consent Form – SignNow Checklist |
Checklist for completing, sending and documenting consent forms within the CRM |
Checklists → Consent Forms |
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Overview of the different consent forms and when they are used |
Checklists → Consent Forms |