Templates / Form
Client Consent and Information Sharing Record
A plain-English record for noting consent, representatives, information sharing preferences, and review dates.
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
Clear worker notes
Consistent records
Easier follow-up
Example content
Client and representative:
- Client name:
- Representative name:
- Relationship:
- Authority or consent basis:
- Review date:
Consent preferences:
- Information that may be shared:
- People or organisations approved:
- Preferred contact method:
- Limits or exclusions:
Record keeping:
- Explained to client:
- Client questions:
- Staff member:
- Signature or confirmation:
- Storage location:
Disclaimer
These resources are provided for general operational documentation and educational purposes only. They do not constitute legal, clinical, medical, compliance, or professional advice. Organisations should review and adapt all documents according to their own policies, procedures, registration requirements, funding arrangements, and regulatory obligations.