Skip to content
Practicos Help

Recording client consent

Practicos helps you capture and evidence consent in line with GDPR. When a client has no consent on record, an amber alert appears on their record.

A client record with GDPR consent recorded: the consent block shows consent given on 15 September 2025, given by the mother, the method (paper form), and a note that the signed form was returned and filedA client record with GDPR consent recorded: the consent block shows consent given on 15 September 2025, given by the mother, the method (paper form), and a note that the signed form was returned and filed
Section titled “Requesting consent by email”

  1. On the client record, choose to send a consent request.

  2. Practicos routes it to the right person automatically — the primary guardian for a child, or the client for an adult.

  3. If a request is still pending, you can resend it.

Section titled “Recording consent manually”

If consent was given in person, on paper, or by phone, record it yourself: choose to record consent, then capture the method and any notes. The client record then shows the date given, who gave it, the method, and your notes.

Section titled “Clearing consent”

If consent is withdrawn or was recorded in error, you can clear it from the record. The client will show as needing consent again.