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Consent Forms

Create custom consent forms and add them to your intake packets!

  • What is a Form Submission?
  • Changing the Order of Consent Forms
  • How to Get the Public URL of a Consent Form
  • How to Have a Client Sign Only Consent Forms
  • How to Duplicate a Questionnaire or Consent Form
  • Placeholders in Consent Forms
  • How to Save a Questionnaire, Consent Form or Treatment Note as a PDF
  • Can I Prevent Practitioners from Editing Questionnaires and Consent Form Templates?
  • Transfer an Intake Questionnaire to Another Practitioner
  • How to Make a Questionnaire or Consent Form Unsharable as an Admin
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