Multiple electronic signature forms
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I created a release of information (ROI) electronic form for clients, but often require multiple ROIs for client care coordination with other treatment providers. However, once I send one informed consent document, I am not able to send another for completion. I seem to only be able to send multiple ROIs (at different times) if I have uploaded a hard copy pdf.
Is there an alternative way to send multiple electronic signature forms at different times?
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Hi Dana and Krys, you're right, you can't resend a form until your client has completed and signed the original one you sent. However, you can easily duplicate forms and share the duplicates along with the original all at once, or staggered, without waiting for your client to sign the first one. You'll want to duplicate the ROI in Settings > Notes & Forms by clicking the + icon to the right of the ROI. You can duplicate a form as many times as you want, then send the duplicates to the client anytime!
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