I can't find my intake paperwork

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Rafia Rebeck

• January 30, 2021 16:24

How 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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  Andrea Carpenter

  • January 30, 2021 17:20

  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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  LaMora Pace, LCSW, CAP

  • April 01, 2021 18:12

  Hello...... I can't locate my Intial Mental Assessment that I completed.

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