Consultation forms

Fill in a consultation with the client on a phone or tablet, with consent recorded and a typed signature, and keep it on their record.

Who can do this: Everyone
Where to find it: Dashboard > Clients > a client > New consultation

Step 1: Open the client and press New consultation.
Step 2: Choose the form template.
Step 3: Work through the questions with the client.
Step 4: Tick the health data consent box, and photo consent if you take photos.
Step 5: If the client is under 18, tick guardian consent and enter the guardian's name.
Step 6: Ask the client to type their name as a signature and press Save.

Check it worked: The consultation appears on the client's record with the date and the consents given.

Last reviewed 22 October 2026 by Sam. Something look different? Open More, then Report Issue in your dashboard and name this guide.