Submitting a Form

When a client logs in and finds the Form Requests icon has a numbered badge, this is the procedure for completing and submitting the forms. Tap the Form Requests button to see the forms. Select one of the forms and answer all the questions on the form by scrolling down.

At the bottom of the form, tap under your name to draw your signature. Tap Sign Form. Then tap submit and submit again to confirm. Once a form is submitted it cannot be edited.

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