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Best Practice for Collateral Consent



1 comment

  • Sara

    Hi Courtney,

    Either you can create an individual profile for the spouse and then combine both client's into a couple client, or you can add the spouse as a contact for the client. Both ways will allow you to send forms and documents through the Client Portal to the spouse for them to complete. If you would like the spouse to have their own chart and not just a contact profile, I recommend setting up an individual profile for them.

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