Sending consent forms to clients

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Julie Evans

• May 08, 2020 02:18

Hi Y'all, 

 

How can I customize which consent forms to send to clients? When I've tried to send to a sample client, it shows me a list of 20 or so and it gets confusing. Wondering if there's a way to minimize that the select ones I'll be using. Thank you!

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  Rebecca Rawczak

  • May 22, 2020 17:15

  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

  • June 02, 2020 03:39

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

   

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  Nicole “Nikki” Schwartz

  • July 21, 2020 22:41

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

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  Nicole “Nikki” Schwartz

  • July 21, 2020 22:44

  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

  • November 02, 2020 18:35

  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

  • November 04, 2020 19:48

  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

  • July 05, 2022 00:34

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

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  Kathryn Geremia

  • November 13, 2022 17:16

  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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  Ronald A. Zumstein

  • July 03, 2023 23:15

  I have the same question. My client did not sign a consent to share info with his wife, but now wants me to. How do  I put a consent form on my client portal for just one client, not add it to the list of forms for all clients.

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