How to Document a Revoked Consent

1. You must first have the client open, click the Search icon.
2. Type “Consents” into the search bar.
3. Click to select “Consents (Client)” from the search results.

4. This brings you to the Consents list page, where you can see what consents the client has on file. To view the document itself, simply click on the document’s name to view the PDF version of it. Note: you’ll only be able to view consents that are in your CDAG.

5. Select the consent you want to revoke.
6. Click the “Revoke Consent” or “End Consent” button.
a. Revoking a Consent removes the consent.
b. Ending the consent adds an end date to the consent.