Documents
By Jana and 1 other2 authors5 articles
- Standardized assessmentsHow to send standardized assessments, request one that is missing, and review scores and score trends.
- Compliance documents (IM+CANS)How to track required documents on the Compliance tab, complete an IM+CANS, request the client signature, and manage reminders.
- Completing and signing formsHow clients complete and sign documents, how you counter-sign or fill forms on their behalf, share files, and handle split forms.
- Setting up your documentsHow to create custom forms, upload signable PDFs and worksheets, build document packets, and use personal and practice templates.
- Sending documents and formsHow to send documents to clients and external contacts, set up recurring sends, track status, send reminders, and download completed forms.