Practice Setup
Review your consent forms
Your practice starts with consent and admin forms already drafted. Read each one, change what you want, and make it live.
5 steps · 3 min read
Checked against the product on .
The Forms page is shown to every practice. If your own system collects registration and consent, choose In our own system when the choice card is shown; otherwise use Hide the Forms page at the top of Forms. You can also hide it or show it again in Settings. Nothing is deleted.
Before you start
- Open Practice forms on the Forms page.
- Read and adapt the draft to your own practice. Reviewed and Active are separate states.
Step 1: Open Forms and find Practice forms
You
Practice forms holds the consent and admin documents clients read and sign. You do not have to write these: a set is already drafted for you. Anything marked "Draft, ready for your review" has a Review button beside it.
What you should seeA draft has a Review action; an inactive reviewed form has its own activation action.
Step 2: Press Review and read it
You
The form opens section by section, with each one marked Included or Excluded so you can see at a glance what a client will actually be shown.
Treatment arrangements
IncludedWhat you should seeThe form opens section by section. Included and Excluded describe what a patient will see.
Step 3: Change anything that is not right for you
You
Edit the wording, exclude a section you do not use, or add one of your own. These are your documents; the draft is only a starting point. Your name, credentials and fees come from your settings and appear on these forms, so there is nothing to retype.
Treatment arrangements
IncludedWhat you should seeChanged wording stays local until Save. Excluded sections are omitted from the patient form.
If this looks different
Use Show preview on a narrow screen. Check practice details separately because some details apply across forms.
Step 4: Press "Save & mark reviewed"
You
Save & mark reviewed confirms you have checked the wording. Review and activation are separate: check the row afterwards, and use Activate if it is Reviewed but Inactive. Only an active, reviewed form is ready to include for patients. On an Intake & Consent Only practice, the first consent form's button reads "Save, mark reviewed and turn on" and does both.
Treatment arrangements
IncludedWhat you should seeSave & mark reviewed removes the draft state. Check Active separately before using it.
If this looks different
A reviewed custom form may still be Inactive. Activate it when you are ready for patients to use it.
Step 5: Add another form if you need one
You
New Form offers an Agreement with four content sections and a signature, or Start Blank with an empty content section and a signature. Name the form, edit it, mark it reviewed, then check its active state before including it.
What you should seeNew Form offers Agreement and Start Blank, then a name and Create.
If this looks different
Start Blank has an empty content section and a signature section. Professional is required for new custom forms.
Frequently asked questions
Is a returning client asked to sign the consent form again?
Not while the version they signed is still the current one. Release of Information, billing and custom forms are asked in every request. When you edit the consent form, clients are asked to sign the new version the next time it is sent. Questions you add to a consent form are answered once with that signature; put questions that need a new answer each visit in a custom form.
How do I ask one client to sign their consent again?
Open their record and open the consent form from their forms list. Choose Ask to sign again and the reason: consent withdrawn, treatment or circumstances changed, or due for review. Their next request, portal or pathway asks for a new signature. The signed record stays as it is, and you can undo this until they sign.
Do I have to write my consent forms from scratch?
No. Prebuilt drafts are starting points. Review their wording and settings, press Save & mark reviewed, and check Active before including them for patients.
What is the difference between Draft and Active?
Draft means not yet reviewed. Reviewed and Inactive means the wording was checked but the form is switched off. Active means the reviewed form can be included. Save & mark reviewed does not replace checking the active state.
How do clients sign?
Patients can draw a signature by touch or mouse, or choose Type your name instead. Signed forms are stored as fixed records with a timestamp on the patient record.
Can I have more than one consent form?
Yes. Keep the drafted set, edit the ones you use, and add your own with New Form. Practices commonly run a general consent alongside a telehealth consent and a release of information.
Related guides
Turn on your registration form
Switch on the form new clients fill in about themselves, and choose what it asks.
Edit a consent or practice form
Update the wording or sections of a form you have already set up. Consents already signed are not affected.
Create a patient form
Build a custom consent form, billing agreement, authorisation, or policy from scratch using the template editor.
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