release of information
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It is important if not essential that we are able to get release of information for various parties for our clients, is there an electronic signature feature so we can add this template?

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    Gillian

    Hi Megan, happy to help. SimplePractice has a built-in ROI template that you can customize, and it includes an eSignature checkbox. To find the template, you can visit My Account > Settings > Notes and Forms

    Hi Megan, happy to help. SimplePractice has a built-in ROI template that you can customize, and it includes an eSignature checkbox. To find the template, you can visit My Account > Settings > Notes and Forms

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    Sandy E. Wolf

    hi, when i fill out the ROI there is no place to save it. it only has a button for print, and when i hit the "back" button it clears the whole document. 

     

    hi, when i fill out the ROI there is no place to save it. it only has a button for print, and when i hit the "back" button it clears the whole document. 

     

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    Gillian

    Hi Sandy, I'd be happy to help. You can find the Save button at the bottom of the page when you're viewing the ROI.

    Hi Sandy, I'd be happy to help. You can find the Save button at the bottom of the page when you're viewing the ROI.

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    Sandy E. Wolf

    hi, thanks for your response. however, i still don't see it. i am sure it's me, maybe you can walk me through the process? i click on forms, and find my ROI-copy. i fill it out, but it only tells me that i am "previewing my ROI, this is how it will appear in your portal" and only allows for printing. what am i doing wrong? i only see a view, duplicate, or trash option. HELP! thanks!

     

    hi, thanks for your response. however, i still don't see it. i am sure it's me, maybe you can walk me through the process? i click on forms, and find my ROI-copy. i fill it out, but it only tells me that i am "previewing my ROI, this is how it will appear in your portal" and only allows for printing. what am i doing wrong? i only see a view, duplicate, or trash option. HELP! thanks!

     

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    Gillian

    Hi Sandy, I think we might be getting our wires a bit crossed here, so I'm going to create a Help request for our team so they can assist directly. You'll receive an email from our team later this evening or early next week.

    Hi Sandy, I think we might be getting our wires a bit crossed here, so I'm going to create a Help request for our team so they can assist directly. You'll receive an email from our team later this evening or early next week.