Release of Information

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Dr. Colleen Fairbanks

• March 06, 2022 16:01

I searched the help topics but did not find what I was looking for. I created a release of information and have it checked as default under Intake Forms and Questionnaires, however, it is not showing up as a document I can share with a client. It is also listed as my default under Notes and Forms. How can I get this document to show up in my available documents to share with a client? 

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  Sara

  • March 07, 2022 22:06

  Hi Colleen,

  A form will be unclickable if you have already sent it to a client and they did not complete it before you attempt to resend it. If this is not the case, I recommend creating a Help Request so that our Customer Success Team can look into this. Click on the ? icon in your account > Ask Questions > No > Contact Support > Send an Email Request.

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