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 ❑ Visit Minute Detail

Click on "Preview & Send Externally (An email is sent with the Visit Minutes and all its fields, excluding internal notes

 

 

 



Visit Minute Detail

 Click on "Preview & Send Externally (An email is sent with the Visit Minutes and all its fields, excluding internal notes)

 

 

 


Step 5 Description

 

 

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Step 6 Description

 

 


Step 8 Description