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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

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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 the form

Go to Client Forms and, in section 2 (Practice forms), click the form you want to edit.

You

Edit sections

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.

You

Save

Save your changes. A form that is already Active stays Active; a form still in draft becomes live when you press Save & mark reviewed.

Automatic

Future clients get the update

Anything sent from now on uses the new version. Consents already signed are unchanged — a client who has signed keeps their original copy.

Frequently asked questions

Will editing a form change consents clients have already signed?▾
No. A signed consent is a fixed record. Editing the form only affects clients who have not signed yet.

Related guides

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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.

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Turn on your registration form

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

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Create a patient form

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

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