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Client portal access



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  • Ruth

    No they can't. If you'd like to share the Mental Status Exam with your client, you'll want to download it from their Overview page, then hit Upload to the top right of the client's file and re-upload it as a PDF. Next, click Share to the top right of the client file, scroll down to the Uploaded Files section and check the box next to the Mental Status Exam you just uploaded. 

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