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The View Client Portal Documents button will present you with a list of documents sent to the Client Portal -...
July 11th, 2024 160 views 0 likes
 Some client documents require staff approval after being signed but before appearing in the client's chart in Neo ....
July 8th, 2024 239 views 0 likes
How-To You can disable and enable access to the Client Portal from the Staff App or right from Neo. Â ...
November 12th, 2024 23 views 0 likes
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