Skip to main content

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

Comments

1 comment

  • Susan Robens

    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.

    Comment actions Permalink

Please sign in to leave a comment.