Client Consent and Information Sharing Record
A plain-English record for noting consent, representatives, information sharing preferences, and review dates.
Templates / Form
Example content
Preview the structure before opening the file
English structure excerpt · blank prompts, not a completed record
- Client and representative
- Client name · Representative name
- Consent preferences
- Information that may be shared · People or organisations allowed
- Record keeping
- Explained to client · Client questions
Read all template prompts
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Using this resource
State what information is proposed to be shared, with whom and for what purpose; avoid a blanket permission field.
Record the person's decision, any limits or withdrawal, and the authority checked if another person is deciding.
Consent to handle information is not consent to treatment. A completed form does not itself establish a lawful basis for every disclosure.
Who it is for
Providers and coordinators recording client consent and communication preferences.
When to use it
Use at onboarding, when representatives change, or before sharing information with family or other services.
What this template helps with
A clearer record trail for everyday follow-up
Review notes
This template is a plain-language operational starting point. Check its fields, wording, and internal consistency before using it in a provider's own documentation system.