Can I set in your system my own Intake Forms? Would clients be able to sign my version of Intake Package electronically in their portal?
I have been using a set of forms for the Intake of new clients, can I continue to use them in your system? How do I set them up in the system? After including my form version in the system can clients sign them electronically in their portal?
Can I use a combination of your intake forms and mine?
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