Consent Reviews
When an authorized representative records a choice that shares more of a member's record (turning Provider Access sharing back on, or authorizing Payer-to-Payer exchange), the choice does not apply until a plan administrator has checked the representative's document of authority. Choices that share less apply at once; the plan checks their document afterwards. See Sign as an authorized representative for the member's side.
Reviews happen on the member's page: Members → the member → Data sharing card. The card is shown on deployments that enable member consent capture, in both read-write and read-only capture modes.
What the card shows
| Section | Content |
|---|---|
| Provider Access, Payer-to-Payer | The choice in force for each switch and since when; for Payer-to-Payer also the scope (all information or non-sensitive only) and the end date. Review pending marks a switch with a choice waiting for review. |
| Pending review (N) | One item per waiting choice: what it does (for example Provider Access: turn sharing back on or Payer-to-Payer: permission, all information), who signed it and on what authority, and when. Each item has Open authority document, Approve, Reject, and View answers. |
| History | Every choice recorded for the member on either switch, newest first, with who signed it and the same status tags the member sees. View answers shows each submission. |
Review a choice
Check the document. Open authority document opens the uploaded power of attorney, guardianship papers or equivalent in a new tab.
Check the answers. View answers lists the form's questions with the answers as submitted: the member block, the choice, the representative's name and basis of authority, and the drawn signature.
Decide. Click Approve or Reject. The dialog takes an optional Internal note, which goes to the audit log only and is never shown to the member. Confirm with Approve or Reject.
| Decision | Effect |
|---|---|
| Approve | The choice takes effect now and replaces the earlier one: the record becomes the one in force and carries its PDex or HRex Consent profile, and the earlier records of that switch are retired. The member's history shows In force, approved |
| Reject | The choice is marked as not approved and the earlier choice stays in force. The member's history shows Not approved, without the note. |
Both decisions are saved together with a Provenance record that names the administrator as verifier, or not at all. If the save fails, for example because the member changed the same choice in the meantime, the card says The decision could not be saved and nothing was changed. Please try again or contact an administrator.
After the approval above, the card reads:
Audit
Every member save writes a Member Consent Recorded audit event, and every decision writes Member Consent Approved or Member Consent Rejected with the administrator and the internal note. They appear in the Admin Portal's Audit Logs.