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In this tutorial, Catherine from the Therapy Notes Success Team discusses the importance of obtaining client consent for services in therapy. She explains how to share the consent form through the Therapy Notes client portal, which is available in every account and can be customized to meet practice needs. Anyone within the practice can share the form, but editing it requires the practice administrator role. Catherine emphasizes the necessity of setting up the Therapy Notes account basics and ensuring the client portal and document sharing are enabled. For further assistance, users are encouraged to visit the Therapy Notes help center or reach out to the support team for help.
