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Managing service user Consent

We’ve made improvements to how consent works so it’s simpler, clearer, and easier to manage day to day. Instead of signing directly within care plans, everything now flows through Informed Consent.

Written by Nomusa Tshuma
Updated today

What’s changing 🔄

  • Consent can now be recorded, viewed, and updated directly in the app (not just Care Office)

  • Consent is linked to care plans, rather than signed within them

  • Care plan signing is being replaced by Informed Consent

  • Existing signatures won’t be lost — they’ll still be visible for reference

Why this is better 💡

One clear place for consent 📍

Consent is no longer split across forms and care plan sections.
Everything lives in one place, so it’s always clear where to go.

Better visibility 👀

Quickly see:

  • What someone has consented to

  • Where that consent applies

Less admin 🧾

  • No need to duplicate consent across different areas

  • Spend less time checking or re-entering information

More confidence in compliance ✅

A consistent, structured approach makes it easier to stay accurate and audit-ready.


How to sign a care plan using Informed Consent ✍️

Signing a care plan now means creating, linking, and signing a consent form.

Step 1: Create a consent form 📝

Start by creating a consent form for the care / support plan.

  • Navigate to a service users profile

  • Go to the ‘Consent Forms’ tab

  • Click to 'add consent' to create a new form.

When creating the form, you’ll also set a Consent Status. This helps you easily understand where consent currently stands.

Common statuses include:

  • No status- no progress or outcome has been recorded yet.

  • Requested – Consent has been requested but not yet completed

  • Scheduled – A time has been arranged to complete consent

  • Planned – Consent is intended but not yet arranged

  • Completed – Consent has been signed and confirmed

  • Consent not obtained – Consent was not granted

  • Postponed – Consent has been delayed

  • Cancelled Consent has been cancelled

  • Withdrawn – Consent has been removed

You can then select a consent form from the Consent Management Templates Library on the left hand side or create your own using 'Custom entry'

Once your consent form has been selected and status set, ensure you select 'confirm' to save it to the service users profile


Step 2: Link the consent form to the care plan 🔗

  1. Go to the Service user tab

  2. Select a person from your list

  3. Click on Care/Support Plans

  4. Select the relevant care plan

  5. Navigate to the Consent section

  6. Click + Link Consent and select the appropriate consent form


Step 3: Sign the consent form ✍️

  • Go to the ‘Consent Forms’ tab

  • Find the relevant care / support plan consent form

  • Open and review it

  • Scroll to the bottom and click ‘Sign’


How signing works ⚙️

When signing, the app will guide you through a few questions to confirm the person’s capacity and ability to consent.

If the individual has capacity and can sign 👍

They will:

  • Sign directly on the form

  • Confirm they understand the support plan and have been fully informed

If the individual doesn’t have capacity to consent 👥

You’ll be asked to select a Legal Power of Attorney or nominated person (e.g. family member or close friend).

They will:

  • Sign on behalf of the individual

  • Confirm they understand the support plan

Note: They must be physically present to sign.

If the individual isn’t able to sign ✋

The same process applies:

  • Select a Legal Power of Attorney or nominated person

  • They sign on the individual’s behalf

  • They confirm understanding of the support plan

Note: They must be physically present to sign.

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