Application for Access to Health Care Records (Nepean Blue Mountains Local Health District) – NBMA-431 Instructions
This form contains 103 fields organized into 23 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Applicant Identification - Column A | ||
| Passport | Checkbox |
Check this box if you will provide a passport as your Column A form of identification — one of the two required forms (you must also provide one form from Column B).
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| Citizen Certificate | Checkbox |
Check this box if you will provide a citizenship certificate as your Column A form of identification — one of the two required forms (you must also provide one form from Column B).
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| Current Driver’s Licence | Checkbox |
Check this box if you will provide a current driver’s licence as your Column A form of identification — one of the two required forms (you must also provide one form from Column B).
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| Public Service ID (Photo) | Checkbox |
Check this box if you will provide a public service photo ID as your Column A form of identification — one of the two required forms (you must also provide one form from Column B).
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| Social Security Card (Photo) | Checkbox |
Check this box if you will provide a social security card (photo) as your Column A form of identification — one of the two required forms (you must also provide one form from Column B).
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| Tertiary Education ID (Photo) | Checkbox |
Check this box if you will provide a tertiary education photo ID as your Column A form of identification — one of the two required forms (you must also provide one form from Column B).
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| Employment ID (Photo) | Checkbox |
Check this box if you will provide an employment photo ID as your Column A form of identification — one of the two required forms (you must also provide one form from Column B).
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| choicebutton_1_24_a6a6fa88 | CheckBox | |
| Applicant Identification - Column B | ||
| Birth Certificate (ID issued by Registry of Births Death and Marriages) | Checkbox |
Check this box if you are providing a Birth Certificate (ID issued by the Registry of Births Death and Marriages) as your Column B form of identification.
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| Membership Card - Education Institutions, Union or Trade Card, Professional Bodies | Checkbox |
Check this box if you are providing a membership card from an education institution, union/trade card, or professional body as your Column B form of identification.
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| Employment ID (without photo) | Checkbox |
Check this box if you are providing an employment ID without a photo as your Column B form of identification.
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| Credit/Debit Cards, Pass Books | Checkbox |
Check this box if you are providing credit or debit cards or pass books as your Column B form of identification.
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| Medicare Card / Pension Card / Healthcare Card | Checkbox |
Check this box if you are providing a Medicare card, pension card, or healthcare card as your Column B form of identification.
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| Utility Bills | Checkbox |
Check this box if you are providing recent utility bills as your Column B form of identification.
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| Mode of Delivery (Section E) | ||
| Pick up (Collect in person) | Checkbox |
Check this box if you or your nominated representative will collect the requested documents in person from the facility.
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| Mail (by post) | Checkbox |
Check this box if you want the documents posted to the address you have provided.
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| USB | Checkbox |
Check this box if you want the documents delivered on a physical USB storage device.
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| Email (SFT-Kiteworks/Encrypted) | Checkbox |
Check this box if you want the documents sent electronically via secure email (SFT‑Kiteworks or other encrypted delivery).
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| Office Use - Documents Provided / Obtained | ||
| Specify documents provided/obtained | Text |
Enter a brief, itemised description of the documents that were provided to or obtained by the facility for this request (e.g., discharge summary, imaging report, copies of notes). Fill only if 'ID provided: Yes' is 'Yes'.
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| Details of documents provided to applicant — line 1 | Text |
Enter the first line of details describing the documents handed to the applicant, including document names, dates, and any reference or page counts as needed.
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| Details of documents provided to applicant — line 2 | Text |
Enter a continuation or additional details about the documents provided to the applicant, such as further document names, clarifying notes, or supplementary item information.
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| Office Use - Fees & Receipts | ||
| Receipt number (additional fee) | Text |
Enter the receipt number issued for the additional fee payment. Fill only if 'Additional fee paid' is provided.
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| Additional fee paid | Number |
Enter any additional fee amount paid related to this request.
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| Receipt number (fee) | Text |
Enter the receipt number issued for the fee payment. Fill only if 'Fee amount paid' is provided.
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| Fee amount paid | Number |
Enter the total fee amount paid for this request.
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| Office Use - ID Provided & Client Consent | ||
| Client consent: Yes | Checkbox |
Check this box when the client has given consent for the release of their medical record.
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| Client consent: No | Checkbox |
Check this box when the client has not given consent for the release of their medical record.
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| Client consent: Not applicable | Checkbox |
Check this box when client consent is not applicable for this request (for example, consent is not required under the circumstances).
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| ID provided: Yes | Checkbox |
Check this box when the applicant has presented and you have verified acceptable identification as required by the form.
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| ID provided: No | Checkbox |
Check this box when the applicant has not provided any acceptable identification.
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| Sighted by | Text |
Enter the name or initials of the staff member who sighted the identification provided. Fill only if 'ID provided: Yes' is 'Yes'.
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| Office Use - Patient & Dates | ||
| Due Date | Date |
Enter the date by which the request or required action is due.
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| Date Received | Date |
Enter the date the application or documents were received by the office.
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| Patient MRN | Text |
Enter the patient’s Medical Record Number (MRN) exactly as it appears on their records.
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| Office Use - Signature / Processed By | ||
| Processed by | Text |
Enter the name (and optionally employee ID) of the staff member who processed this request.
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| Signature on pick up | Text |
Enter the signature or printed full name of the person who collected the documents at pickup. Fill only if 'Pick up (Collect in person)' is 'Yes'.
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| Office Use - View Record / Supervision / Processing | ||
| View record only - Yes | Checkbox |
Check this box when the requester only viewed the health record at the facility (no copies or documents were provided or removed).
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| View record only - No | Checkbox |
Check this box when the requester did not only view the record (for example, documents were copied, provided, or removed).
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| View Record Date | Date |
Enter the date on which the record was viewed under the 'View record only' option. Fill only if 'View record only - Yes' is 'Yes'.
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| Supervised by (Name) | Text |
Enter the full name (and optionally position or staff ID) of the staff member who supervised the view-only access. Fill only if 'View record only - Yes' is 'Yes'.
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| Request Processed Date | Date |
Enter the date when the request was processed.
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| Request Processed by (Name) | Text |
Enter the full name (and optionally position or staff ID) of the person who processed the request.
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| Section A: Patient Details | ||
| Title | Text |
Enter the patient's title or honorific (for example: Mr, Mrs, Ms, Dr).
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| Date of birth | Date |
Enter the patient's date of birth.
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| Mobile phone | Text |
Enter the patient's mobile telephone number, including country or area code if applicable.
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| Work telephone | Text |
Enter the patient's work telephone number or the main daytime contact number.
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| Home telephone | Text |
Enter the patient's home telephone number.
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| Residential address | Text |
Enter the patient's full residential street address, including unit or apartment details if relevant.
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| Given name(s) | Text |
Enter the patient's given name(s), including first and any middle names.
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| Family name | Text |
Enter the patient's family name or surname.
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| Postcode | Text |
Enter the postcode for the patient's residential address.
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| Previous name(s) | Text |
Enter any previous or former names the patient has used (for example maiden or legal former names).
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| Email address | Text |
Enter the patient's email address for contact and correspondence.
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| Section B: Relationship and Eligibility Questions (including applicant signature/date) | ||
| Section B - Q4: Patient deceased (No) | Checkbox |
Check this box if the patient is alive.
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| Section B - Q1: Patient is a minor (No) | Checkbox |
Check this box if the patient is not a minor (14 years of age or older).
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| Section B - Q4: Patient deceased (Yes) | Checkbox |
Check this box if the patient is deceased.
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| Section B - Q6: Patient lacks capacity to give consent (No) | Checkbox |
Check this box if the patient does not lack mental capacity and can give consent.
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| Section B - Q2: Applicant is patient's parent/guardian (No) | Checkbox |
Check this box if you are not the patient's parent or legal guardian.
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| Section B - Q6: Patient lacks capacity to give consent (Yes) | Checkbox |
Check this box if the patient lacks the mental capacity to give consent.
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| Section B - Q3: Current custody/access order exists (No) | Checkbox |
Check this box if there is no current custody or access order for the patient.
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| Section B - Q7: Applicant is legal guardian/holds Enduring Guardianship (No) | Checkbox |
Check this box if you are not the legal guardian and do not hold an Enduring Guardianship for the patient.
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| Section B - Q5: Applicant is executor/administrator (No) | Checkbox |
Check this box if you are not the executor or administrator of the deceased estate.
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| Section B - Q7: Applicant is legal guardian/holds Enduring Guardianship (Yes) | Checkbox |
Check this box if you are the patient's legal guardian or hold an Enduring Guardianship for the patient.
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| Section B - Q1: Patient is a minor (Yes) | Checkbox |
Check this box if the patient is a minor (less than 14 years of age).
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| Section B - Q2: Applicant is patient's parent/guardian (Yes) | Checkbox |
Check this box if you are the patient's parent or legal guardian.
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| Section B - Q3: Current custody/access order exists (Yes) | Checkbox |
Check this box if there is a current custody or access order in place for the patient.
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| Section B - Q5: Applicant is executor/administrator (Yes) | Checkbox |
Check this box if you are the executor of the will or the administrator of the deceased estate.
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| Signature date | Date |
Enter the date when the applicant signed the form.
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| Applicant signature | Text |
Enter the full printed name of the applicant as their signature for this access request.
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| Q1 — Minor details | Text |
If the patient is a minor, provide relevant details such as the patient's age and the name and relationship of the parent or guardian authorising this request.
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| Q6 — Mental capacity details | Text |
If the patient lacks the mental capacity to give consent, describe the nature of the incapacity and provide details of the person who can consent or any supporting documentation.
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| Q2 — Parent/guardian details | Text |
If you are the patient's parent or guardian, enter your full name and your relationship to the patient and any authority you hold to act on their behalf.
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| Section B: Requestor Details | ||
| Requestor given name(s) | Text |
Enter the requestor's given name or names as they appear on official records.
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| Requestor work telephone | Text |
Enter the requestor's workplace telephone number, including area code if applicable.
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| Requestor surname | Text |
Enter the requestor's family name or surname as it appears on official records.
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| Requestor title | Text |
Enter the requestor's title or honorific (for example, Mr, Mrs, Ms, Dr).
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| Requestor home telephone | Text |
Enter the requestor's home telephone number, including area code if applicable.
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| Requestor residential address | Text |
Enter the requestor's full residential address, including street number, street name, suburb and state.
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| Requestor mobile telephone | Text |
Enter the requestor's mobile phone number including country or area code if needed.
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| Relationship to patient | Text |
State the requestor's relationship to the patient (for example: self, parent, legal guardian, spouse, solicitor).
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| Requestor date of birth | Date |
Enter the requestor's date of birth.
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| Requestor postcode | Text |
Enter the postcode for the requestor's residential address.
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| Requestor email | Text |
Enter the requestor's email address for correspondence and contact.
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| Section C Row 1: Copy of Medical Records | ||
| Section C Row 1 - Copy of Medical Records | Checkbox |
Check this box when you want to request a copy of the patient's medical records.
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| Section C Row 2: Discharge Summary | ||
| Row 2: Discharge Summary | Checkbox |
Check this box when you are requesting a copy of the patient's discharge summary as part of your records request.
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| Section C Row 3: Clinical Imaging/Xray/Photography | ||
| Section C Row 3 - Clinical Imaging/Xray/Photography | Checkbox |
Check this box when you are requesting copies of clinical imaging, X‑ray or clinical photography records (the listed fee of $33.00 GST inclusive applies).
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| Section C Row 4: Date of Attendance Letter | ||
| Section C Row 4 - Date of Attendance Letter | Checkbox |
Check this box when you are requesting a Date of Attendance Letter for the patient (this item is listed as no fee).
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| Section C Row 4: Date of Attendance Letter – Fee/Notes | Text |
Enter any fee information, reference or short note related to the Date of Attendance Letter request (for example: “No fee”, an amount, or brief instruction).
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| Section C Row 5: Work Cover / Medical Certificate | ||
| Row 5 - Work Cover Certificate / Medical Certificate | Checkbox |
Check this box when you are requesting copies of Work Cover certificates or medical certificates (the form indicates fee rules — no fee if less than 12 months since attendance; fees apply if more than 12 months).
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| Section C Row 6: Viewing of Medical Records | ||
| Section C Row 6: Viewing of Medical Records | Checkbox |
Check this box if you are requesting to view the medical records in person (appointment will be arranged; viewing only — no copies provided; photography/photocopying is prohibited).
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| Section C Row 6 — Viewing of Medical Records (selection) | Text |
Enter a short value to indicate you are requesting to view medical records for this application (for example: 'Yes', 'Request viewing', or a brief note confirming you want to view the records).
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| Section C: Additional details (describe documents and dates) | ||
| Date(s) or Period of Attendance | Date |
Enter the specific date or range of dates for which you want the health records (for example a single date, start and end dates, or a brief date range).
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| Description of Documents Required | Text |
Briefly describe which documents or parts of the medical record you are requesting (for example: discharge summary, progress notes, imaging reports, pathology results, or specific clinic letters).
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| Section C: Fee Reduction Checkbox | ||
| Section C: I request a 50% fee reduction | Checkbox |
Check this box when you are requesting a 50% reduction in the application fee and have provided supporting documents (for example pension or health card).
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| Section C: Information requested (free text) | ||
| Section C — Information requested 1 | Text |
Enter a clear, short description of the records or information you are requesting (for example: type of document, date range, specific events or departments), including any reference numbers or other details that will help locate the records.
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| Section C: Mental Health Information (Yes/No/Not applicable) | ||
| Request includes Mental Health Information — Not applicable | Checkbox |
Check this box if the question about mental health information does not apply to this request (for example, if the concept of mental health information is irrelevant to these records).
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| Request includes Mental Health Information — No | Checkbox |
Check this box if the records you are requesting do not include any mental health information.
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| Request includes Mental Health Information — Yes | Checkbox |
Check this box if the records you are requesting include mental health information and you want those mental health records released.
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| Section D: Consent and Authorisation | ||
| Authorised facility/hospital | Text |
Enter the full name of the facility or hospital you are authorising to release the clinical records. Fill only if 'Section B - Q6: Patient lacks capacity to give consent (No)', 'Section B - Q2: Applicant is patient's parent/guardian (No)', 'Section B - Q7: Applicant is legal guardian/holds Enduring Guardianship (No)' is 'Yes' (any).
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| Recipient / Name of applicant | Text |
Enter the full name of the person or organisation who will receive the copy of the clinical notes (the applicant). Fill only if 'Section B - Q6: Patient lacks capacity to give consent (No)', 'Section B - Q2: Applicant is patient's parent/guardian (No)', 'Section B - Q7: Applicant is legal guardian/holds Enduring Guardianship (No)' is 'Yes' (any).
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| Date signed | Date |
Enter the date when the client/patient/guardian/authorised representative signed this consent. Fill only if 'Section B - Q6: Patient lacks capacity to give consent (No)', 'Section B - Q2: Applicant is patient's parent/guardian (No)', 'Section B - Q7: Applicant is legal guardian/holds Enduring Guardianship (No)' is 'Yes' (any).
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| Consent giver (Client/Patient/Parent/Guardian/Authorised Representative) | Text |
Enter the full name of the person giving consent (the client/patient, parent, guardian or authorised representative). Fill only if 'Section B - Q6: Patient lacks capacity to give consent (No)', 'Section B - Q2: Applicant is patient's parent/guardian (No)', 'Section B - Q7: Applicant is legal guardian/holds Enduring Guardianship (No)' is 'Yes' (any).
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| Signature of client/patient/guardian/authorised rep | Text |
Enter the signature (typed full name) of the client, patient, guardian or authorised representative providing consent. Fill only if 'Section B - Q6: Patient lacks capacity to give consent (No)', 'Section B - Q2: Applicant is patient's parent/guardian (No)', 'Section B - Q7: Applicant is legal guardian/holds Enduring Guardianship (No)' is 'Yes' (any).
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