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In this video tutorial, Catherine from the Therapy Notes Success Team discusses the importance of obtaining a client's consent for services in the therapy process. She explains how to share the consent for services form within the Therapy Notes account, which is accessible via the client portal and can be customized to meet practice needs. Anyone in the practice can share the form, but editing it requires confirmation of the practice administrator role. It is also crucial to have set up the account basics, client portal, and document sharing settings. For further assistance, viewers are directed to visit the Therapy Notes help center or contact support for additional resources.
