I need to send clients ROIs. In order to have an e-signature, it seems the ROIs need to be in the "intake" category. However, I often need ROIs after an initial intake. But because the form is associated with intakes, the form is not available to share with clients after their intake appointment. If I move the ROI to a different category, such as "assessment" or "treatment plan" there is no option for including an e-signature, which defeats the purpose. How do others handle this? And can SimplePractice fix this?
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