Getting started guide

Edward St John
by Edward St John, Consultant Surgeon

This page has all you need to get started with using Concentric. This is our standard information, if you are using Concentric at a large healthcare organisation there may be a specific getting started guide here.

If you are reading this page you have probably just been set up with access to Concentric. Welcome! We hope you really enjoy the move over to digital consent.

On this page you’ll find:

3 minute video of how Concentric works

Having used Concentric, the vast majority of clincians state that they prefer digital consent to the paper process, that the quality of the consent process is improved, and that their time is better utilised. The quality of consent documentation is significantly improved supported by evidence-based templates, and the flexibility to personalise to the patient reduces medico-legal risk.

Patients appreciate that their consent information is increasingly accessible, clearly presented, and allows them to revisit the information in their own time.

Concentric is a flexible solution that can be used whenever you would previously have used a paper consent form, regardless of whether consent is being given on a ward, cinic or remotely, and across elective and emergency care.

Getting started

  • In the new account email from Concentric there will have been a ‘Set your Concentric password’ button. Make sure you’ve done that so that your account is set up and ready to use.

  • You can then access Concentric at, or if you’ve been given demo access to Concentric, this is at

  • Concentric can be accessed from any device that can access the internet and from anywhere - not just within the hospital. The integrations with other systems work the same regardless of where you are accessing from.

  • It is recommended that you use a modern browser such as Chrome, Microsoft Edge, or Safari rather than Internet Explorer as some features may not work properly on older browsers such as Internet Explorer.

  • To get comfortable with using Concentric, most clinicians try it out with a ‘test patient’ first for a few minutes. Search for patient ‘test-patient’.

How Concentric is used

Using Concentric is simple, and most clinicians take only a few minutes to get accustomed to how it works. The process is that the consent information is prepared for the patient, and then that personalised information is shared with the patient. The 3 minute video in the section above is the first thing to watch if you haven’t done so yet.

Create patient record

Where Concentric is not integrated with other systems, such as for patient demographics, then a patient record needs to be created within Concentric before a first episode is created. Search for the patient’s number to start to confirm a record doesn’t already exist:

Concentric search bar with no patient result

Clicking ‘Add a new patient with this number’ will then allow you to create a record with some basic demographics:

Concentric new patient form

To prepare the consent information, log into Concentric, search for the patient using their hospital number, then click ‘New episode’ in the patient banner.

You will then select the treatment, or combination of treatments. This video shows how treatment search works, how combinations can be selected, and modifications such as setting +/- or giving a treatment a custom name can be done:

The template information for the selected treatment (or merged information for a combination of treatments) is then presented and can be selected. Some are marked as ‘required for consent’. For each of the elements - such as indications, alternatives, anaesthetic options and risks - suggestions from the template can be selected, or custom things can be added.

Whilst information can be walked through or shared at any point, in order for consent to be given there are some ‘Required for consent’ fields that must be completed. Once these are done, the action bar at the bottom of the page will say ‘Ready for consent’.

Concentric action bar

Sharing the information with the patient can be done in a number of different ways. The three most common scenarios are:

Clinic consultation

Where possible, the aim should be to start the consent process through Concentric prior to the day, during a face to face or remote consultation.

To walk through the consent information with the patient in person click ‘Switch to consult view’ as seen in the action bar above. Consult view is the patient facing version of the information selected, with additional descriptions and resources, and is the same as patients get access to following the consultation. In consult view you can add notes to document the conversation as you go through the sections with the patient.

On reaching the section titled ‘Are you ready to consent?’ there is an option to either proceed to consent, or not to consent at the time but rather to share the information with the patient digitally (with or without remote consent enabled).

If giving consent during the consultation, when the patient has gone through the consent flow - such as reviewing the consent statments and additional consents (e.g. blood transfusion) - then a signature can be added. If using a touch screen device then simply sign on screen. If using a device without a touch screen then a QR code option will appear. Follow the instruction on screen with either clinician or patient’s phone to add the signature before continuing on the original device.

Around 30% of Concentric patients give consent remotely. To allow patients to do so, click ‘Share with patient’ in the action bar (or from consult view as described above) then click ‘I’m happy for consent to be given remotely’.

Concentric action bar

This will send a message to the patient with a secure link to access their information, and the ability to sign their consent when they are ready to do so.

It is important to remember that Concentric should be used alongside a consent conversation and not in its place, so remote consent should only be enabled when a consent conversation has already taken place.

When consent is given the episode record will be updated in Concentric, and the consent form generated.

Whilst consent should be given prior to the day of treatment, there are situations, such as emergency surgery where this is not possible, but Concentric can still be used.

The process of preparing information and sharing is as described in the clinic consultation section, and usually either ward computers are used or the clinician’s own device is used at the bedside.

Where consent has been given prior to the day of treatment, or remotely, then consent should be confirmed on the day of treatment. This can be done by clicking ‘Confirm consent’ and any discussion or questions raised can be documented.

Concentric confirmation of consent

WHO Surgical Safety Checklist

Completed consent forms are usually brought up on screen in theatre, and do not need to be printed out. Depending on whether your deployment is integrated with other systems, this is either viewed within Concentric by clicking the ‘View consent form PDF’ button, or within the main electronic health record.

View consent form button

Frequently asked questions

You can explore our knowledge bank for answers to frequently asked questions (FAQ’s) from clinicians and deploying teams.

Support and contact details

If you are having any issue in getting started with Concentric, a problem arises, or you need an account setting up, please let us know so we can quickly get things sorted for you.