Build the agreements your work requires, scope each one to the treatments it actually covers, capture a signature, and produce the PDF later when someone asks.
Start NowWatch the clauses assemble and the signature land. Note what it says underneath about scope.
The procedure, the area, and how many sessions it covers.
What to expect, what to avoid, and when to call.
Whether before-and-after images may be kept, and who may see them.
Notice period and what a late cancellation costs.
This signature is scoped to this treatment — a later procedure asks again, and the file records which consent covered what.
Start from a template or write your own clauses, once
Scope the agreement to the services and treatments it covers
Capture the signature at the appointment, and the record keeps which consent covered what
Adopting a platform template gives you your own version of it. Your edits cannot leak sideways into another business. And a later revision to the original cannot change wording a client already put their name to.
A signature sitting in a file is not consent for what you are about to do. Scoping an agreement to specific treatments means a new procedure asks again. Look back later and you can say which document covered which visit, rather than pointing at a folder.
The client signs on screen, and the signature is stored with the date, the signer and the version of the text they saw. That is the difference between a record that answers a question and a note saying consent was obtained.
Agreements sit on the client record, beside the clinical notes, the uploaded files and the treatment plan. The moment you need one, you are already looking at that person's file — not searching a document store.




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