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Notifying clients of absence


1 comment

  • Michael Morad-McCoy

    There really isn't a specific way to do this in SP. The only real way to do this is to follow the process involved in a Professional Will and add information to your consent form about who will step in for you if necessary, Then give that person your SP login info. For existing clients, you'll want to notify them of these arrangements and, perhaps, have them sign a new consent form.

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