Consent matrix
Keep visit consent and marketing follow-up separate
Required visit consent and optional marketing permission should never be collapsed into one checkbox.
Working artifact
Consent matrix
- Purpose is namedNeeds source
Name what is required for the visit.
- Optional is truly optionalNeeds source
Keep marketing optional.
- Refusal does not block intakeNeeds source
Do not punish refusal.
- Follow-up respects the recorded choiceNeeds source
Use the recorded permission later.