Templates / Form
Client Consent and Information Sharing Record
A plain-English record for noting consent, representatives, information sharing preferences, and review dates.
Template summary
Before you download
- For
- Providers and coordinators recording client consent and communication preferences.
- Use when
- Use at onboarding, when representatives change, or before sharing information with family or other services.
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
Clear worker notes
Consistent records
Easier follow-up
Example content
Preview the structure before opening the file
Client and representative:
- Client name:
- Representative name:
- Relationship:
- Authority or consent basis:
- Review date:
Consent preferences:
- Information that may be shared:
- People or organisations allowed:
- Preferred contact method:
- Limits or exclusions:
Record keeping:
- Explained to client:
- Client questions:
- Staff member:
- Signature or confirmation:
- Storage location:
Review notes
This template is reviewed for plain language, practical field use, and internal consistency. It still needs local review before being used in a provider's own documentation system.