I can't find my intake paperwork
AnsweredHow do I get back to the intake paperwork that I created (informed consent, practice policies, etc.)? I can't find them anywhere (except as something I can select to send to the client when they schedule with me). I'd like to be able to review them and potentially make changes. Thanks!
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Hi Rafia,
If you click on "settings", then go to the client communication section and click on "client portal". Then at the top center area there are 3 tabs, click on the one that says "shared documents and files". Then you can see the files you have created and you can edit them if needed. Hope that helps. Thanks
Andrea
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