Digitally Sign Forms
Staff will begin the process, clients will receive a link to sign and complete their fields
- Staff scroll down in the gray box to find a green button “Start Filling” to begin
- Complete each applicable field while in communication with client
- Click submit once completed
- Client will receive an email after staff submits with a link to complete form fields and signatures (check spam folder if they do not receive within 2 minutes)
- Guide client through fields they need to complete and ensure they click submit upon completion.
Complete Intake Paperwork To Get Started
We hope to make this process as easy as possible to get started in our services from the comfort of your home! Our staff will begin the paperwork with you over the phone. Once they complete all sections with you, clients will receive an email to complete the remaining fields.
- Please follow the prompts and complete all fields.
- Be sure to submit the form after completion by selecting the GREEN FINISH button in the top right corner.
- You should receive a memo after completion
You are all set! We will let you know if there are any additional forms to be completed.
We’re Here To Help!