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if a spouse joins a client in some therapy sessions but the relationship is not the focus on treatment must I open another file for spouse in order to use forms for consent?

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  • Sara

    Hi Janice,

    I recommend adding the spouse as a contact for this client so that you can then set up their own separate Client Portal and send them forms while keeping them in the original client's profile. Although this Help Center guide describes how to set up a minor profile, you can use it to refer to the adding a contact section and how to send a form to a contact: Enhanced Client Management for Minors.

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