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In this tutorial by Catherine from the Therapy Notes Success Team, the focus is on obtaining client consent for services, a crucial aspect of the therapy process. The video explains how to share the Consent for Services form via the client portal, available in every Therapy Notes account. The form can be customized to meet specific practice needs. To edit the form, users must verify they have the practice administrator role and ensure their account is properly set up, including enabling the client portal and document sharing. For additional guidance, viewers are directed to the Therapy Notes Help Center for resources or to contact the support team for personalized assistance.
