Skip to main content

Practice Setup

Create a patient form

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

7 steps · 4 min read

You
1
2
3
4
5
6
7
Creating custom forms requires the Professional plan.
You

Open Patient Forms

From your dashboard sidebar, click Patient Forms. Navigate to Step 2 — Forms.

You

Click + New Form

At the bottom of your forms list, click + New Form. Choose "Agreement" for a pre-loaded template with 4 sections and a signature, or "Start Blank" for an empty form.

New Form

Choose a starting point. You can customise everything after.

Agreement

Consent, agreement, or policy

4 sections

Start Blank

Empty form with a signature

1 section
You

Name your form

Give it a clear name — "Telehealth Consent", "NDIS Service Agreement", "Release of Information". This is what patients and your dashboard will show.

You

Add sections with rich text

Each section has a title and a rich text body. Write your content, insert variable tokens like {{practice_name}} or {{session_fee}} that auto-fill from Practice Profile. Use the arrow buttons to reorder sections.

Telehealth Consent

Draft
Confidentiality▼
Fees & Payment▲

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

Your ConsentSignature▼

Practice Profile

Duration: 50 minutes
Fee: $220
PreviewSave
You

Preview the form

Click Preview to see exactly what patients will see — including variable values resolved and the signature section at the bottom.

You

Save your draft

Click Save. Your form is stored as a draft — visible to you but not to patients. Come back anytime to keep editing.

You

Publish when ready

Toggle to Published. Your form is now available for use in intake pathways or as a standalone link. Copy the link or generate a QR code from the share card.

PublishedUnpublish

Share

Send this link to patients

clientforms.app/forms/mindful-psych/form/abc

CopyQR

Frequently asked questions

What is the difference between draft and published?▾
A draft form is saved but not visible to patients. Publishing makes it available in pathways and as a standalone link. You can unpublish at any time.
Can I use variables like practice name or patient name?▾
Yes. Insert variable tokens (e.g. {{practice_name}}, {{session_fee}}) into your section text. These are replaced with real values from your Practice Profile when the patient views the form.
What form types are available?▾
You can create consent agreements, billing forms, authorisation forms, practice policies, and referral forms. Each type uses the same editor but is categorised separately on your dashboard.

Related guides

Setup6 steps

Create a consent form

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

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.

Ready to try a different approach?

Quiet tools for focused work. Real impact for your patients.

Setup in 2 minutes
Cancel anytime
Email support
Create Free Account

No credit card required. Start with 3 forms and 10 patient responses.

Or try a free self-test →