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Stop chasing consent forms in email

Stop chasing consent forms in email

Consent is not optional admin

CRPO Professional Practice Standards expect documented informed consent before psychotherapy begins. Virtual sessions require additional technology and privacy consent.

When consent arrives by email, therapists often discover unsigned forms, missing telehealth addenda, or outdated fee schedules at session start.

Checklist line items for consent

  • Informed consent for psychotherapy
  • Telepsychotherapy consent (if virtual)
  • Fee agreement / cancellation acknowledgement
  • Limits of confidentiality acknowledgement

Clients upload signed forms through the my-id.ca portal. You approve or reject and request resubmission when needed.

Hivi-X can notify the client when you share a checklist (one-time email with portal deep link). Automated recurring reminders for missing consent are not in v1.

General information for Ontario psychotherapists and counselling practices only. Not legal, clinical, privacy, or psychotherapy advice. Not affiliated with or endorsed by CRPO or any college. Hivi-X is document-collection software — it is not a licensed psychotherapist, does not provide psychotherapy or clinical assessments, does not certify PHIPA or CRPO compliance, and does not replace your EMR or clinical record obligations. You remain the health information custodian under PHIPA. Consult qualified counsel and your professional liability insurer.

Download the free intake checklist or start a free trial.

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Why do consent forms get stuck in email?
Clients delay signing, send partial scans, or reply in a new thread without attachments. Email has no per-item status — therapists cannot see 'consent: missing' at a glance.
Should I use password-protected PDF consent by email?
Password-protected PDFs are still email. Custodians should consider reasonable safeguards under PHIPA — a Canadian-hosted portal with encryption and access controls may support your workflow alongside professional guidance.
Can I collect telehealth consent separately from treatment consent?
Yes. Add telepsychotherapy consent as its own checklist item — especially before the first video session.

Collect complete intake before session one

Hivi-X helps Ontario CRPO psychotherapists and counsellors collect informed consent, biopsychosocial forms, insurance cards, and telehealth consent with reusable checklists, a secure guest link (no account needed) or my-id.ca portal, self-hosted AI summaries, and exportable intake packages for Jane, Owl Practice, or your EMR.

Stop Chasing Consent Forms In Email | hivi-x Docs