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Documenting clients progress



  • MC Grant

    I agree wholeheartedly. I created my own forms that I upload for this very reason, but it would be extremely helpful to be able to use ones in the system at some point that I can update on a regular basis. 

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  • Susan Robens

    Thank you for responding!  If you create your own form and upload it, can it be used in the client portal?  Question is:  Do you take another form and modify/rename it to be used in the Client Portal?  That is a great idea. 

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