Intake forms order

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Susan Meagher

• November 03, 2022 19:03

Is there a way to order the intake forms that clients receive. Right now, the list of forms is in a chaotic order (e.g., credit authorization form comes 4 forms later than credit card info form) and I can't seem to put in the order I like. 

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  Tricia Hancock

  • January 16, 2023 21:58

  I also would like to be able to adjust the order that clients see intake paperwork.

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