Adding an ROI that you fill out together to client's chart

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Cindy Vang

• May 01, 2021 00:01

Hi There,

I am trying to figure out how I would add an ROI to a client's chart where he/she fills it out with me in real time? I've looked all over the site, and I can't find it. I saw how you would add it as part under the assessments, but then that takes out the client's ability to consent. Any help would be great. Thank you.

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  Susan Robens

  • May 12, 2021 06:10

  I've also tried to figure that out and I cannot see a way to do it.  The only way that I can think is to open it in real time in their portal and fill it out with them.  I also want to do this with assessments.

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