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Document Sharing & Requests

For sending paperwork to clients and managing what happens after it's shared.

  • How to Set Always Available Documents in TherapyNotes
  • Share Documents With Clients on TherapyPortal
  • Check the Status of Document Requests
  • Edit or Cancel a Document Request
  • Remove Client Access to a Document on TherapyPortal
  • Process Electronic Signatures and Paperwork From Clients

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