Best Practice for Collateral Consent

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Courtney Whitehead

• December 07, 2021 19:17

I am working with an individual client and their spouse has finally agreed to attend sessions to focus on a specific topic. Prior to scheduling that joint session, I need to send the Collateral Consent form to the spouse. Is it best to the spouse to SP with their contact information and client portal access in order to read and sign it electronically? I would also like to link the spouses' charts.

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  Sara

  • December 07, 2021 20:05

  Hi Courtney,

  Either you can create an individual profile for the spouse and then combine both client's into a couple client, or you can add the spouse as a contact for the client. Both ways will allow you to send forms and documents through the Client Portal to the spouse for them to complete. If you would like the spouse to have their own chart and not just a contact profile, I recommend setting up an individual profile for them.

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