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5 results found

1. Good Faith Estimate template

   3 votes

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   0 comments  ·  My Clients Plus » Notes  ·  Delete…  ·  Admin →
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   Jennifer Covelli shared this idea  ·  Feb 7, 2024

2. Treatment Plan Goals

   8 votes

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   0 comments  ·  My Clients Plus » Notes  ·  Delete…  ·  Admin →
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   Jennifer Covelli supported this idea  ·  Feb 7, 2024

3. I would like to build my own forms within your system or upload my current forms in word so that they are workable within this system

   18 votes

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   0 comments  ·  My Clients Plus » Notes  ·  Delete…  ·  Admin →
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   Jennifer Covelli supported this idea  ·  Feb 7, 2024

4. Auto- save in client notes

   20 votes

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   3 comments  ·  My Clients Plus » Notes  ·  Delete…  ·  Admin →
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   Jennifer Covelli supported this idea  ·  Feb 7, 2024

5. Create own templates

   9 votes

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   0 comments  ·  My Clients Plus » Notes  ·  Delete…  ·  Admin →
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   Jennifer Covelli supported this idea  ·  Feb 7, 2024