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Can I upload documents (labs, notes, etc.) or complete the medical questionnaire for my clients?

What a partner can and can't do on a client's behalf when it comes to documents and questionnaires.

You're welcome to upload supporting documents, like a client's existing lab results, which can make getting started a little smoother for them. What needs to come directly from your client is the medical intake questionnaire (and their orders), since the questionnaire informs the clinician's medical decision and needs to reflect your client's own answers based on their own health information.

If a client could use a hand getting going, the nicest way to help is to walk them through it together, so it stays theirs while they still feel supported by you.

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