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paperless intake is one of the quickest easiest ways to take your practice to the next level today were going to go over how to update your practice documents to start youll go to settings client portal then over to shared documents and files first youll want to read through the default consent documents its important to note that when you are just setting up your account these documents have placeholders where you will need to put in information specifically for your practice for example youll see insert practice name in brackets here you will want to highlight this text delete it and type in your practice details you can also create fresh consent documents by clicking the plus consent document button here you can copy and paste language in from documents outside of simple practice to recreate them as consent documents a consent document can be any document that only requires a signature from the client from the clients perspective they will be able to scroll through the body of
