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Sending consent forms to clients

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8 comments

  • Rebecca Rawczak

    Also wondering- I made my consents myself as part of intake then sent them to my sample client and there were these random general consents that I didn't seem to have access to any other way.  I wish those were editable in the same ways as the others or I could put mine as Consent and not just Intake forms.  Seems glitchy.

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  • Terry ONeill

    Where can I find a consent form, so I can speak with my clients attorney?

     

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  • Nicole “Nikki” Schwartz

    Terry, I use a standard Release of Information for that kind of communication.

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  • Nicole “Nikki” Schwartz

    Rebecca, the Consent forms are under the Client Portal Tab. I have definitely looked for them under intake a few times.

    Under settings, client portal, shared documents and files you find all your consent docs that you can edit.

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  • Alison L. Prince

    What if I updated a form that I already sent an client and need to email them a current version to sign?

     

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  • Ruth

    Hi Alison, you'll want to resend this form to your client by going to your client's file and hitting the Share button to the top right. If your client hasn't signed the original version of the form, you'll want to first go to the SHARED WITH CLIENT box to the bottom right of the client's file and hit the X next to the form. Then you can share the new version of the form with your client. 

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  • Jennifer Villena

    How can I send an updated consent form that was already signed?

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  • Kathryn Geremia

    My client signed a release for their psychiatrist, and they now have a new psychiatrist and I would like them to sign another release. I gave her access to the client portal but it is not letting her sign another release, as it tells her she already has one signed. Please give step by step on additional releases. Thank you

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