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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

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Creating custom forms requires the Professional plan.
You

Open Client Forms

Click Client Forms in the left sidebar and scroll to section 2, Practice 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, Your practice name, fees and credentials come from Settings and fill themselves in. 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.
Do I have to retype my practice name and fees into every form?▾
No. Your practice name, fees and credentials come from Settings, under Practice details and Your professional details, and appear on the forms your practice sends.
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

Setup5 steps

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.

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 or practice form

Update the wording or sections of a form you have already set up. Consents already signed are not affected.

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