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Lisa Marks

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  1. Select whether completed intake forms should save to clinical or general documents

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    8 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Lisa Marks commented  · 

    It would be helpful to change the completed forms that a client completes in the Client Portal to be automatically downloaded in to Clinical Documents instead of General Documents so that nonclinical staff, who have limited access in Theranest, would not be able to view them since they would not have access to Clinical Documents.

    Lisa Marks supported this idea  · 

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