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  • Gillian

    Hi Maria, you can edit your Consent Forms under Settings > Client Portal > Shared Documents and Files, and you can edit Intake Form templates under Settings > Notes and Forms. Click on the name of the form or template you'd like to edit, add any information about your business that you'd like, and click Save. 

    Please do note that your business name is always visible at the top of your Client Portal when your client is filling out their forms as well. 

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