🚨 We're running a limited-time FLASH SALE on our must-have paperwork bundle - grab the entire bundle for $399 (total value $1,576)! Get it here before the sale ends >>

Hi Friend,

Imagine this: your client calls to cancel a session last minute AND they acknowledge that they will still be charged for the session, before booking a future time that works better for them.

That’s an ideal cancellation situation, right?

What sets the stage for this kind of positive interaction is your consent form. If you hadn’t started the relationship with this client by outlining your cancellation policy, this conversation may have gone differently.

This is why a comprehensive consent form is so valuable: it sets standards and lays the foundation for building trust in your client relationships.

There are MUST-HAVE ESSENTIALS for your consent form. Here they are, in no particular order:

• Limits of confidentiality

• Risks and benefits

• Boundaries and expectations

• Cancellation policy and fees (clearly laid out)

• Phone calls and emergencies

• Court orders and legal issued subpoenas

• Copies of medical records

• Release of information

• Navigating dual relationships

• Social media policy

• Potential credit card disputes

• and MUCH MORE!!!

Your consent is much more than "something that has to get done." It’s one of the MOST important documents your clients review, read, and sign.

Make sure you go over it verbally too; this should just be part of the first thing you do with a new client.

Go over the high points of it so there are no questions left unanswered about how you, as a business owner and clinician, conduct your practice!

When reviewing your consent with your client, it is a great time for them to ask any questions so you both are clear on your relationship moving forward.