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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 available for Australian psychology and occupational therapy practices. Multiple templates require the Professional plan.
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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 "Child Assessment 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. Use the arrow buttons to reorder. Insert variable tokens like {{practice_name}} that auto-fill from your Practice Profile.

Psychology Consent

Draft
Confidentiality▼
Fees & Payment▲

Sessions are {{session_duration}} in duration. The fee is {{session_fee}} per session.

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Cancellation Policy▼
Your ConsentSignature▼
PreviewSave
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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 and publish

Click Save to store your changes. When you're ready for patients to see this form, toggle it to Published. Draft forms are saved but not visible to patients.

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Enable standalone link

clientforms.app/forms/mindful-psych/abc

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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). Some templates also include typed signature confirmations ('I, [Name], acknowledge...') alongside the drawn signature. Signed consents are stored with a timestamp and can be viewed from the patient's record.
Can I add my practice variables to the consent text?▾
Yes. Insert variable tokens like {{session_fee}} or {{cancellation_notice}} into your section text. These are replaced with your Practice Profile values when patients view the form.

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.

Setup7 steps

Create a patient form

Build a custom consent form, billing agreement, authorisation, or policy from scratch using the template editor.

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