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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

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Client Forms is shown to every practice. If you already collect registration and consent in another system, you can hide the whole section from Settings.
You

Open Client Forms and find section 2

Section 2, 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.

Section 2, Practice forms. Consent to Treatment and Bulk Billing Form are marked Active; Telehealth Consent and Release of Information are marked "Draft, ready for your review" with a Review button beside each.
Draft rows carry a Review button. Active rows do not: they are already live.
You

Press Review and read it

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.

You

Change anything that is not right for 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.

You

Press "Save & mark reviewed"

That is what takes it out of draft. The row changes from "Draft, ready for your review" to Active, and the form can be sent to clients from that moment. Do this for each form you intend to use, and leave the rest as drafts.

You

Add another form if you need one

New Form, at the bottom of section 2, starts either an Agreement (four sections plus a signature, ready to edit) or a blank form with just a signature section. Use it for anything your practice needs that is not already drafted.

Frequently asked questions

Do I have to write my consent forms from scratch?▾
No. Your practice starts with consent and admin forms already drafted, in your own wording. Reviewing one and pressing Save & mark reviewed is what makes it live. Editing is optional.
What is the difference between Draft and Active?▾
Draft means saved but not yet in use, and it is the state every pre-built form starts in so nothing reaches a client before you have read it. Active means it can be sent. Press Save & mark reviewed to move a form from Draft to Active.
How do clients sign?▾
Clients draw their signature on screen, by touch or mouse. Some forms also include a typed confirmation alongside the drawn signature. Signed forms are stored with a timestamp and can be opened from the client's 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

Setup5 steps

Turn on your registration form

Switch on the form new clients fill in about themselves, and choose what it asks.

Setup4 steps

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.

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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