Review Requests allow providers and medical directors to review submitted intake forms, add notes, and collaborate before a client’s visit.

Providers can add multiple reviews to the same intake form.
Each review can be assigned to specific staff members.

Once a form is submitted, staff can send it to other team members who need to sign off or review the information.
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Reviewers can append notes, which are saved with their name and signature.
Notes cannot be edited after submission.
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You can track all pending and completed review requests in two places:

Both will show outstanding reviews that require attention.

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