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In this tutorial, Catherine from the Therapy Notes Success Team highlights 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 accessible in every Therapy Notes account and can be customized to meet practice needs. Anyone in the practice can share this form, but to edit it, you must have the practice administrator role. Additionally, it’s essential to have set up your Therapy Notes account basics and enabled the client portal and document sharing in the settings. For further assistance, users can refer to the Therapy Notes Help Center or contact support.
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