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When consent arrives by email, therapists often discover unsigned forms, missing telehealth addenda, or outdated fee schedules at session start.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.
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.
More Psychotherapy guides
- Email is not document collection for psychotherapistsOntario CRPO practitioners lose clinical time when intake documents arrive by email and text. A checklist-first workflow keeps pre-session files organized.
- Missing documents cost therapists session timeIncomplete intake before session one burns billable clinical hours. Ontario psychotherapists lose time chasing consent, insurance, and questionnaires.
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- Practice management vs document collection for psychotherapyJane and Owl handle scheduling and charting. Hivi-X handles pre-session intake completeness — consent, insurance, and questionnaires with missing-item tracking.
- Ontario psychotherapy client intake checklistFree PDF checklist of intake documents Ontario CRPO practitioners typically collect — biopsychosocial history, consent, insurance, and telehealth.
- Therapy client intake forms in OntarioWhat intake forms CRPO practitioners collect before session one — biopsychosocial history, consent, insurance, and telehealth documentation.
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- New client onboarding for psychotherapistsFrom inquiry to session one — intake packet, consent, insurance review, and completeness check without email chase.
- PHIPA custodian duties for psychotherapistsSolo CRPO registrants are PHIPA health information custodians — how intake collection tools fit your privacy program.
- CRPO Standard 5.1 intake recordsWhat intake and consent documentation belongs in the clinical record under CRPO Standard 5.1 — and what Hivi-X collects.
- Successor custodian intake documentationCRPO Standard 6.4 successor custodian planning — document designation alongside intake checklists.
- Minor client guardian consent OntarioGuardian consent and capacity documentation for minor psychotherapy clients — checklist items for Ontario practitioners.
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- AI summaries for psychotherapy client filesSelf-hosted AI summarizes voice intake notes against checklist items — client data stays on Canadian infrastructure.
- Co-agent workflow for therapy practicesSupervised associates and admin staff review intake uploads on shared client files — Enterprise co-agent permissions.
- Exportable PDF package for EMR uploadGenerate checklist PDF intake summaries for Jane, Owl Practice, SimplePractice, or secure archive upload.
- Canadian-hosted document collection for psychotherapistsClient intake data on Canadian servers with AES-256-GCM at rest and self-hosted AI — relevant to PHIPA custodians.
- Secure client portal for psychotherapy documentsClients upload intake documents via secure guest link (no account needed) or the authenticated my-id.ca portal.
- Small group practice intake standardizationShared intake templates and co-agent review for 2–4 clinician Ontario psychotherapy practices.
- Solo psychotherapist intake workflowLightweight checklist intake for solo RPs and RP (Qualifying) without dedicated admin — from $39 CAD/mo.
- Jane App vs document collection for psychotherapyJane excels at scheduling and charting. Hivi-X fills the gap for pre-session intake completeness with missing-item tracking.