Document Visibility is One Place

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Margaret Turk

• February 24, 2022 18:26

Shared Documents (Consent Documents) are separate from Intake Forms, Assessments and Progress Notes. We also cannot set any of the items in intake forms, assessments or progress notes as default items. Knowing the list and setting everything up for the practice is confusing and inefficient.

 

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  Lifted Counseling + Wellness

  • March 08, 2022 03:32

  I couldn't agree more!

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