Guide

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Consent Forms

Collect Digital Consent Forms

Send, sign, and track—all in one place.

Automatically send clients informed consent forms. Clients can sign in the app, and you can track completion right from your dashboard.

Table of Contents

    Table of Contents

      Overview of Informed Consent Forms in Allia

      Obtaining informed consent is one the most important early steps in client onboarding.

      Allia automates the informed consent process to save you time and ensure legal and clinical compliance.

      Choosing an Informed Consent Form

      To manage your informed consent process, navigate to the “Management” page in the Allia Platform and select the “Consent” tab.

      Allia offers two options for your informed consent form:

      • Use Allia’s General Informed Consent Form: Allia’s general Informed Consent Template is selected by default and should be applicable to most practices. Click the “View Template” link to view the form in PDF format.

      • Use Your Own Form: Alternatively, you may upload your own Informed Consent Template (must be PDF format).

      Click “Save” to apply any changes.

      Creating Your Own Informed Consent Form

      An Informed Consent Consent should include the following:

      • Clearly outline how client information is collected, stored, used, shared, and protected, including compliance with relevant healthcare regulations (such as HIPAA).

      • Detail the client’s rights regarding their information (access, correction, restrictions), the duration of data storage, and any conditions under which information may be disclosed to third parties.

      • Explicitly state what services are being provided and how they will be delivered (including any technology platforms used).

      • Provide a clear mechanism for clients to acknowledge their understanding and provide consent.

      It is your responsibility to ensure they reflect the clinical and legal standards for your practice setting and location.

      Obtaining Informed Consent

      When your client logs into the patient app for the first time, they are given your selected informed consent form to sign (along with the rest of the onboarding process)

      Signed forms are automatically sent back to you for your records.

      Next up

      Smart Intake Forms

      Collect the info that actually matters.

      Customize your intake questions so clients can fill out forms before their first session.