Module Overview
The Consent Templates module allows clinics and practitioners to create, customize, and manage consent forms used for client care and clinic workflows inside CompanyOn.
Consent templates can be used for:
• Treatment consent forms
• Privacy agreements
• Intake consents
• Virtual care consents
• Cancellation policies
• Clinic policies and agreements
How to Access Consent Templates
Log into CompanyOn
Open the Admin menu
Navigate to the Templates Module
The Templates dashboard will open
How Consent Templates Work
Consent templates work similarly to chart templates.
There are two main areas:
• The Form Builder
• The Template Library
How the Form Builder Works
The Builder is a drag-and-drop editor.
On the right side:
• You will see the available components
On the left side:
• You will see the blank template area
To create a consent template:
Drag components into the template
Organize the sections
Edit the information inside each component
Save the template
What Can Be Added
• Text sections
• Signature fields
• Checkboxes
• Initial fields
• Date fields
• Agreement sections
How the Template Library Works
The Template Library contains pre-made consent forms that can be previewed and added into your Builder area.
Once added:
• You can fully customize them
• You can edit all text
• You can remove sections
• You can add new components
Steps to Use a Library Template
Open the Template Library
Preview the available templates
Select the template you want
Add it to the Builder
Customize the template if needed
Save the template
Video Tutorials
• Consent Template Library Tutorial, [Insert Video Link]
How Consent Templates Are Used
Consent templates can be used during:
• Client intake
• Appointment workflows
• Documentation workflows
• Online forms
Completed consent forms become part of the client record.
How to Access a Consent Template During Care
Open the client profile or appointment
Select the consent form from the Add an Entry tab
Ask the client to complete the form
Save the consent documentation
What Happens Next
• The completed consent becomes part of the client record
• Staff can review completed consent forms later if needed
How to Send Consent Forms in Advance of Care
Consent forms can be sent electronically to clients before the appointment or service takes place through the Online Forms workflow.
This helps clinics:
• Collect consent before appointments
• Reduce intake time during visits
• Improve workflow efficiency
• Review completed forms before care delivery
Steps to Send a Consent Form in Advance
Open the client profile
Navigate to the client Timeline
Click the Online Forms Icon
Select the consent form or template you want to send
Send the form electronically to the client
What Happens Next
• The client receives the consent form electronically
• The client completes and submits the form online
• The practitioner or clinic is notified once the form has been completed
• The completed consent form is automatically reflected in the client timeline
Important Notes
• Completed consent forms become part of the client record
• Staff can review completed forms directly from the timeline
• Online forms help streamline intake and documentation workflows before appointments
Best Practices
• Send forms before the appointment date whenever possible
• Verify client email addresses before sending forms
• Review completed forms before beginning care
Recommended Best Practices
• Keep consent forms clear and simple
• Review templates regularly
• Standardize consent forms across the clinic
• Customize templates to match clinic policies
• Use pre-made templates from the library to save setup time
FREQUENTLY ASKED QUESTIONS
Can Consent Templates Be Customized?
Yes. All consent templates can be fully customized.
Can Pre-Made Consent Templates Be Edited?
Yes. Templates from the Template Library can be fully modified.
Can Consent Forms Be Saved to the Client Record?
Yes. Completed consent forms become part of the client record.