Sending pdf of clients file to insurance

Doug Nielsen

September 14, 2023 13:46

My clients insurance company has requested her files in pdf form. How do I best go about that?

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Kathleen Burke

October 01, 2023 22:49
The SP instructions can be found here: https://support.simplepractice.com/hc/en-us/articles/207625506-Data-export-Exporting-client-information
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