Customizing a Release of Information and obtaining a signature
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Hello,
I am having a serious problem with not being able to customize a release of information to send to a client without it being an "assessment." It's great that I can customize the release form itself, but there is no feature to allow me to send a client a customized release form and have them e-sign it. Can you please create a way to do this? It's very frustrating and it results in a great deal of back and forth between myself and clients, who often struggle to complete blank releases appropriately.
Thank you!
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Hi Alexandra,
In order to change an assessment to an intake form, you can change the for Assessment selection at the top to for Intake Form using the drop down selector. This will convert the information you have in the assessment to an intake form which can be sent to a client to be completed.
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