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sending duplicate forms

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5 comments

  • Olivia Posner

    I'm having the same issue! Hoping for help.

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  • Ingrid Manfredo

    I figured out that I can send the same form only after the client completes the first one sent.  Is there any way to change this?

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  • Gillian

    Hi everyone, happy to help. You can duplicate a form under My Account > Settings > Notes and Forms by clicking the "Copy" button. This way, you can create multiple ROIs and send them all at once to a client without needing to wait for the client to complete their first ROI.

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  • BERIT HEYER-BOYD

    How do I duplicate Informed Consent form, Notices of Privacy Practices, Consent for Telehealth, Practice Policies? I did not see these forms are not in the "Notes and Forms" section to copy. 

     

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  • Gillian

    Hi Berit, you can find your read-and-sign Consent Forms under Settings > Client Portal > Shared Documents and Files. Hope that helps!

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