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In this tutorial, Catherine from the Therapy Notes Success Team discusses the importance of obtaining client consent for services in the therapy process. She explains how to share the consent for services form through the client portal, which is available in every Therapy Notes account. The form can be customized to meet the specific needs of a practice. To edit the form, users must have the practice administrator role. Additionally, it is necessary to ensure that the Therapy Notes account is properly set up and that the client portal and document sharing features are enabled. For assistance, users can refer to the Therapy Notes help center or contact the support team for personalized help.
