Practice Setup
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.
4 steps · 2 min read
Checked against the product on .
The Forms page is shown to every practice. If your own system collects registration and consent, choose In our own system when the choice card is shown; otherwise use Hide the Forms page at the top of Forms. You can also hide it or show it again in Settings. Nothing is deleted.
Before you start
- Open the correct item under Practice forms on the Forms page.
- A signed record keeps its frozen wording. Saving a later version does not rewrite prior signatures.
Step 1: Open the form
You
Go to Practice forms on the Forms page and click the form you want to edit.
What you should seeThe named form editor opens.
Step 2: Edit sections
You
Change the wording, add a section, or exclude one you no longer use. Each section shows whether it is Included or Excluded, so you can see what a client will be shown.
Treatment arrangements
IncludedWhat you should seeThe Included/Excluded state and edited wording are visible.
Step 3: Save
You
Press Save. When changes to a signed version require a new version, read Save as version and confirm it. A draft uses Save & mark reviewed. Review does not turn an inactive form on; check Active separately.
Treatment arrangements
IncludedWhat you should seeSave keeps edits. When prior signatures require a new version, confirm the version save and check its resulting version receipt.
If this looks different
A failed save leaves the saved version unchanged. A draft uses Save & mark reviewed; review alone does not replace Active.
Step 4: Future clients get the update
Automatic
New openings use the saved version. A signed record retains the wording and fields captured when it was signed. Saving a form does not rewrite that record.
What you should seeFuture openings use the saved version, while previously signed records keep their original wording.
Frequently asked questions
Will editing a form change consents clients have already signed?
No. A signed consent is a fixed record. A client who signed an earlier version is asked to sign the new version the next time the form is sent to them.
Related guides
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.
Turn on your registration form
Switch on the form new clients fill in about themselves, and choose what it asks.
Create a patient form
Build a custom consent form, billing agreement, authorisation, or policy from scratch using the template editor.
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