Patient consent, signed by everyone who needs to
Your consent wording kept fixed, acknowledgements confirmed in the document and the patient, guardian or representative each signing online.
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QuoteCloud puts consent inside the estimate or agreement: your wording in a locked block (Business), acknowledgements confirmed in a Forms block (Business), and an eSignature block for each signer, from the patient to a guardian or representative. Signers need no account, can verify with a one-time passcode, and each signed document carries an audit trail and a certificate.
Three devices and three signers on one sample psychology treatment plan from a fictional practice, Kinfield Health. Jordan Reyes, 16, signs in person on the practice's tablet; his mother, Sarah Reyes, signs online on her phone after entering a one-time passcode sent by email; the psychologist, Ines Moreau, signs on her laptop. Each signature draws in turn, then the certificate of authenticity reads three of three signed, with the audit trail attached.
Consent wording your team can't change
Write your consent and acknowledgement wording once, have it approved, and lock the block in the template. Practitioners and reception add the plan and the fees; the consent wording stays exactly as approved in every document.
Each acknowledgement is a Forms block field the signer confirms before signing, so the ticks come back with the signatures, in the same document.
- Content locking: Business plan
- Forms block for acknowledgements: Business plan
- Version history shows what changed and when (Business plan)
- The wording is yours: QuoteCloud gives no legal or clinical advice
Content locking and the Forms block: Business plan
How content locking worksConsent and acknowledgement
Locked wording · your team can't edit it
Jordan signs as the client and Sarah as his parent and guardian. Ines signs as the treating psychologist.
- We have read the plan and the fees, and our questions have been answered.
- We have read Kinfield Health's privacy and confidentiality information, given to us at intake.
- We understand the fees are estimates and a change to the plan is sent to us to sign.
- We understand Jordan can ask to pause or end the sessions at any time.
3 of 3 signed
- Jordan ReyesClient, 16 SignedTue 27 Oct, 5:31 pm
- Sarah ReyesParent and guardian SignedTue 27 Oct, 5:38 pm
- Ines MoreauPsychologist SignedTue 27 Oct, 5:42 pm
Paid on signing$470.00Paid via PayPal
Certificate of authenticity and audit trail attached
Who signs, and how
Several signers on one document, each with their own signature block. Who needs to consent is your practice's decision; QuoteCloud collects the signatures.
The patient or client
Signs from the email link on a phone or computer, or in person on your tablet. No account needed.
A parent or guardian
Gets their own signature block and signs in their own browser, at home or at the appointment.
A representative
A family member or representative signs beside the client, as Claire did for her mother's care agreement.
The practitioner
Can sign too, as the treating practitioner, from their own device.
The right person, a passcode and a record
Turn on the optional one-time passcode and each signer enters a code sent by email before they can sign. A patient at the desk can sign in person on your tablet instead.
When everyone has signed, the document carries a certificate of authenticity and an audit trail. eSignatures are legally binding and eIDAS compliant, on every plan. For hosting and encryption, see privacy, access and security.
- One-time passcode by email, before signing
- Signing in person on your device
- Certificate of authenticity and audit trail
- eSignatures on every plan, including Free
eSignatures: every plan
Free eSignaturesCheck it's you
Enter the passcode sent to s••••@example.com to open and sign this document, Sarah.
482913
Passcode verified · ready to sign
One-time passcode sent by email. The sender turns it on per document.
Activity
- Plan sentTo Jordan, Sarah and Ines
- OpenedSarah Reyes, on her phone
- Signed by JordanIn person, on the practice's tablet
- Signed by Sarah and InesCertificate of authenticity attached
- Paid on signing$470.00 via PayPal
Lock your consent wording in a template
Free for 14 days, no credit card required. Send us your consent form and we'll convert one template for you during the trial.
Sample certificate
Proof of who signed, and when
Every completed document carries a certificate of authenticity and an audit trail. Keep it with your records, for as long as your practice's own policy requires.
Completed Tue 27 Oct 2026, 5:42 pm
- Jordan ReyesClient, 16Signed in person27 Oct, 5:31 pm
- Sarah ReyesParent and guardianPasscode verified27 Oct, 5:38 pm
- Ines MoreauPsychologistSigned online27 Oct, 5:42 pm
Audit trail attached · sent by Kinfield Health
Sample certificate: the exact fields on QuoteCloud's certificate may differ.
Set up consent and signatures in four steps
Done once per template; every document after that carries the same wording.
Write and approve
Put your consent and acknowledgement wording into the template, as your practice approved it.
Lock it
Lock the consent block so your team can't edit it, and make each acknowledgement a Forms block field (Business plan).
Add the signers
Add the patient and anyone else who must sign, and turn on the email passcode if you want it.
Sign and keep
Each signer confirms and signs, online or in person. The certificate and audit trail come with the signed document.
Consent and eSignature questions, answered
Can a patient and their guardian sign the same document?
Yes. A QuoteCloud document can have several signers, each with their own signature block, such as the patient, a parent or guardian, a representative and the practitioner. Each signs in their own browser or in person on your device, with no account needed. eSignatures are included on every plan.
Can we stop staff editing our consent wording?
Yes, on the Business plan. Content locking keeps a block's wording fixed in the template, so practitioners change the plan and fees but not the consent text. The Forms block lets the signer confirm each acknowledgement inside the document before signing.
Can a patient sign in person at the clinic?
Yes. A signer can sign in person on your tablet or computer, for example at reception or at the end of an appointment, as well as online from the email link on their own phone or computer.
How do we know the right person signed?
Turn on the optional one-time passcode: the signer enters a code sent to their email before they can sign. Every completed document carries a certificate of authenticity and an audit trail. QuoteCloud does not check identity documents beyond the email passcode.
Does QuoteCloud make our consent legally valid?
QuoteCloud eSignatures are legally binding and eIDAS compliant, but QuoteCloud gives no legal or clinical advice. Whether consent is valid, including capacity and who may consent for someone else, depends on your process and obligations, so check them with your own advisers.
Where are signed consent documents stored?
QuoteCloud states that it is hosted on Amazon Web Services with 256-bit encryption, that personal information is stored on servers in the USA, and that it is GDPR compliant. It does not state HIPAA compliance or a health-record certification. Check your own privacy obligations before you start.
More for health providers
Every page of the QuoteCloud healthcare microsite.
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Privacy, access & security for health providersWhat QuoteCloud confirms about hosting, encryption, signer verification and access control, and the questions to ask before you start.Explore
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Intake & referral forms inside the documentThe Forms block collects intake details in the same document the client signs, and can start your next step through Zapier.Explore
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In-home care & service agreementsWeekly or fortnightly services shown as repeating charges, a visit schedule, terms and an expiry date the family signs.Explore
- Treatment plans & cost estimatesThe plan, every fee line, what the estimate does not include and an expiry date, accepted and signed before treatment starts.
- Physio, OT & psychology programsSessions per week, the program schedule and a choice of program options, with the first fees paid on signing.
- Cosmetic & elective treatment quotesTreatment options side by side, a deposit to book, an expiry date and the patient's acknowledgements in one quote.
- Medical equipment & mobility quotesHire by the week or buy outright, delivery and set-up, product brochures as PDF pages, signed and paid online.
- Funded-plan service agreementsSupports, rates and a schedule set out for a participant and their nominee, with the agreement signed by both.
- Practice management & accounting integrationsSigned agreements to your practice system through Zapier or the API, and accounting native on Business.
- Healthcare templatesReal QuoteCloud templates for treatment plans, home care contracts, medical services and pharmacy agreements.
- QuoteCloud implementation for health providersFee schedules loaded, estimate and agreement templates converted, consent wording locked and the team trained.
- FAQAnswers to the questions clinics, allied health, care providers and equipment suppliers ask most.
Consent, signed by everyone who needs to
Free for 14 days. No credit card required.