updating existing portal forms

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Kirsten Jettinghoff

• June 06, 2021 17:00

I have already sent Intake documents to client. Client signed them.  I noticed an error and made the correction.  I went to the client chart and clicked "share new", but the option is ghosted and I can't "choose" the correct form to share.  

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  Patricia A. Iampietro

  • June 23, 2021 14:59

    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

  • January 03, 2022 07:20

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

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