Resending Client consent forms each year - Is there a way to automate it yearly?Answered
Our clients who have been coming to the practice for over a year need their consent forms signed every year. Is there a way to automate them to receive an email regarding completing the documents when they are expired?
There is not a way to automate this process, therefore you will need to manually resend your clients their forms. I recommend voting on this idea on our Ideas and Suggestions Board: https://feedback.simplepractice.com/
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