Separate Individual from Couple without redoing intake paperwork

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Carol Mirones

• January 22, 2021 02:16

I initially set a client up as part of a couple, subsequently this client is going to be seen as solely individual. I get that you can split a couple up into individual clients, but do I have to resend her all the paperwork? The client is the one that signed everything in the beginning anyway, I hate having to send her everything to redo. In her couple file I have her credit card info, consent to treat, etc... Is there a way to just transfer these documents to her individual file? I think it seems unprofessional to have resend everything.

 

 

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  Ruth

  • January 26, 2021 22:37

  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

  • July 15, 2022 18:59

  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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