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Paperless intake is a quick way to enhance your practice. To update practice documents, go to Settings, then Client Portal, and select Shared Documents and Files. Review the default consent documents, noting placeholders for your practice details (e.g., practice name). Highlight and replace these placeholders with your information. You can also create new consent documents by clicking the plus consent document button, allowing you to copy and paste language from external documents. A consent document can be any form that requires a client signature, enabling clients to easily scroll through and review the content.
