Consent Care Plan Templates

The PKB record is the best place to capture a patient's consent for a procedure.


  1. The patient, their carers, and all appropriate professionals can see documentation of the consent (including consent a professional captured from speaking with the patient).

  2. The patient can be fully informed before consenting as the consent form can include full text, embedded videos and external links. The patient and carers can learn from these explanations gradually, repeatedly, and together.

  3. The patient can contribute to the information assessing the appropriateness of the procedure (e.g. the fitness of the patient) alongside professionals' entries (e.g. the anaesthetist's assessment).

  4. The patient does not need to log into PKB to document consent. A professional can gain the patient's consent verbally and document this consent on behalf of the patient, or the professional can log in and ask the patient to enter their consent after reading the form.


In a care plan template. Watch this short video or view the screenshots below.

1. Professional starts the care plan and chooses the consent form care plan template in the patient's record

2. Professional documents their consent

3. Professional clicks the Save button and PKB logs what the professional had entered into each field

5. PKB notifies the patient of a new saved care plan and provides a link to the care plan waiting for the patient's consent

6. Patient clicks to see care plan then clicks the Edit plan button

7. Patient documents their consent

8. Patients clicks the Save button and PKB logs what the patient had entered into each field

9. On the day of the operation/procedure the professional edits the care plan

10. Professional counter-signs patient's consent

11. Professional clicks the Save button and PKB logs what the professional had entered into each field


PKB can handle consent because:

  1. PKB authenticates each user as they add data, recording that a user had successfully entered their password to see and add data.

  2. PKB stores the data in a medico-legal record, showing who said what and when.

  3. PKB stores all the versions of a care plan, showing which data was entered by the professional and which by the patient, in a consent form.

Consent care plan templates

Other consents

Along with this page which is about consents for procedures, other consents are covered elsewhere. In particular:

  1. No consent is required for a health care provider to store data in PKB as PKB is a medical record. More details are available in the information governance wiki.

  2. Consent of the patient for storing patient-entered data is captured automatically during PKB's registration process. Other forms are neither required nor relevant, the consent that PKB captures is all that is needed. You can see the patient experience at registration page. The information governance wiki explains the privacy policy and user agreement.

  3. Consent for sharing data is handled through the sharing settings. The patient either explicitly shares data by adding a team. Or a team can document a relationship of care giving them implicit consent to access, or document an emergency giving them temporary access while the patient lacks capacity to consent but needs urgent treatment. A patient can opt out of all sharing by asking to disable sharing.

  4. Consent for research contact and research sample storage is also in the sharing settings. A team must configure the advanced consents in the Institutions page for PKB to ask the team's patients for their consents.