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Separate Individual from Couple without redoing intake paperwork

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2 comments

  • Ruth

    Hi Carol, currently there's no way of transfering documentation created in one client file to another. When you created an individual client file from the Couple Profile, none of the forms your client completed transferred over. You can download each consent document and intake form your client completed in the Couple's Profile and manually upload them to their individual client file, by hitting the Upload button to the top right. However, there's no way to download the Credit Card Information Form, so this will have to be resent through the individual client file. 

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  • Barbara (Blaze) Lazarony

    Has this been updated at all?  Or do we still need to manually upload documents and set up the credit card again?

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