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are custom forms integrated into client files


1 comment

  • Nicole “Nikki” Schwartz

    I add these as attachments to a session, as photos or PDFs depending on how I captured it. So it is attached to the progress note in the session. But it also shows up in the Uploaded Docs section on the right hand side of the clients chart, (where you land if you click on the clients name, scroll down a bit, left hand side.)

    If you name these in a way you can recognize what you’re looking for you will have an easier time I think.

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