Shared document signed by client but no other details

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Anna Schafer Edwards, MS, MBA

• January 19, 2021 23:32

Hi,  I created a release of information as an intake form.  The form has required fields for the client to fill out and sign.  The client received the document and returned it, but only their signature shows.  No other fields were filled out and they also don't show in the returned document.  I sent out 3 pages and only half a page back with a signature.  I don't know if this makes a difference, but this is an inactive client before simple practice.  The client never had access to the portal before, only this time for one document.  How do I get their details sent back to me along with the signature?  They said they did not see the fields to write anything, just to sign electronically.  Thank you.

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  Gillian

  • January 21, 2021 21:20

  Hi Anna, because this is specific to your account and the client, I've created a Help request on your behalf for our team to investigate. We'll reach out to you shortly via email to get more information from you to learn why this happened.

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