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How to Create a Consent Template

This guide will walk you through creating, signing, and managing consent records within Care Control Cloud.

Takes 4 minutes
For: Seniors & Managers
Updated: 1st June 2026

Introduction

This guide explains how to create and manage Consent Templates within Care Control Cloud.

In this guide you'll learn how to:

  • Create a new Consent Template
  • Build consent content using placeholders
  • Test consent templates
  • Configure reminder frequencies
  • Set default and active consent templates

Open Consent Templates from the Admin area.

Select Add Consent.

Enter the consent title.

Enter a short name.

Select Build Consent.

Enter the consent text.

Use placeholders to insert resident information.

Select a resident to test the template.

Select Test Template.

Select Save Changes.

Set the reminder frequency.

Set the template as default for new clients if required.

Enable the Active toggle.

Select Save to create the template.

Top tip

Use placeholders within your template to automatically populate resident information, reducing manual entry and ensuring consistency across consent records.

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