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Practice Setup

Create a consent form

Build a digital consent template that patients sign before their first appointment.

6 steps · 4 min read

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Consent forms are currently available for Australian psychology practices. Multiple templates require the Professional plan. OT and US region support coming soon.
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Open Consent & Agreements

From the Patient Forms hub, click Consent & Agreements. This shows all your consent templates.

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Click + New Agreement

Start a new template. Give it a name that makes sense for your practice — "Psychology Consent", "Telehealth Consent", or something specific like "LCA Pastoral Ministry Consent".

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Add sections

Each section covers a different part of your consent (confidentiality, fees, cancellation policy, mandatory reporting). Add as many as you need. Drag to reorder.

Consent Sections

⠇Confidentiality1
⠇Fees & Payment2
⠇Cancellation Policy3
⠇Mandatory Reporting4
⠇Data Storage5
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Preview the patient view

Switch to preview mode to see exactly what the patient sees — including the signature capture at the bottom.

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Save the template

Click Save. Your consent template is ready to use.

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Template available in pathways

The consent template now appears as an option in the pathway editor. Attach it to any intake pathway so patients sign it during registration.

Frequently asked questions

Can I have multiple consent templates?▾
Yes, on the Professional plan. Create different templates for different purposes — one for standard psychology consent, another for telehealth, another for specific assessment types. Each intake pathway can use a different template.
How do patients sign the consent form?▾
Patients draw their signature on screen (touch or mouse). The signed consent is stored with a timestamp and can be viewed from the patient's record on your dashboard.

Related guides

Setup9 steps

Set up a patient intake pathway

Combine intake, consent, admin forms, and assessments into a single link patients complete before their first appointment.

Setup4 steps

Edit a consent template

Update your consent form sections. Existing signed consents are not affected.

Setup6 steps

Set up your intake form

Configure which sections your patients fill out when they register with your practice.

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