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updating existing portal forms

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2 comments

  • Patricia A. Iampietro

      I am also interested in the answer to this question, I think my question is related.  If a client wants or needs to update demographic or insurance information via the portal, how do they access it to make those changes?

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  • Faith Witherington

    This would be an a great feature to be able to get updated demographics for the first of the year.

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