June 15, 2017: How to Keep Up-to-Date Intake Forms

Intake forms serve a valuable purpose for both you and your clients. The benefits are obvious, but what if the information is no longer accurate and current?

No need to worry! You'll find the option to resend one within a client's record. A request will trigger, and you'll be on your way to collecting the up-to-date information you need to best serve your clients!

Learn more!

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