Patient Consent to Use Their Testimonial

by Dr. Jeff Brown

When it comes to growing a business, patient testimonials are extremely powerful. However, they can be equally destructive if not handled with care.

Obtaining a patient's consent to use their testimonial (e.g., written, video, picture) must go well beyond a single sentence or a verbal agreement. True "consent" must be informative and comprehensive.

Elements of consent

A good testimonial consent form should include information a patient would need in order to make an informed decision. At a minimum, be sure to include the following sections.

  1. The proposed uses of their testimonial information, such as:
    1. Website
    2. Print advertising and marketing
    3. Social media, e.g., Facebook, Twitter, Constant Contact, Instagram, etc.
    4. Verbal conversation with clients and prospective clients
  2. Describe the purpose of consent and the patient's right to revoke.
    1. By signing this form, you are hereby consenting to allow [Practice Name] to use and disclose...
    2. You have the right to revoke this Release at any time by providing your revocation...
  3. Actual "consent to release" language, which is the typical legalese you find in most agreements.
    1. I hereby authorize [Practice Name] to use my testimonial...
    2. I understand the information I provide in my testimonial...
    3. By signing below I agree and acknowledge...
  4. Provide how the patient would like to be identified. Examples include:
    1. First name and first initial of my last name (e.g., Jeff B., Michelle H.)
    2. First initial of my first name and first initial of my last name (e.g., J.B., M.H.)
    3. Use only my written testimonial, I would like to remain "anonymous"

It is time to match the powerful testimonials you receive with a powerful patient testimonial consent form! Here's a sample Patient Testimonial form.

DISCLAIMER: Because of the generality of this article, the information provided herein may not be applicable in every situation and should not be acted upon without specific legal advice based on particular situations.

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