Can you fill out both spouses' information in one client questionnaire?
As long as they are linked in the system, you are able to send one spouse the questionnaire to fill out for the both of them.
Sending the Questionnaire to Spouse Clients
Can you fill out both spouses' information in one client questionnaire?
As long as they are linked in the system, you are able to send one spouse the questionnaire to fill out for the both of them.
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