Can I remove a required item from my packet?
Not from the packet itself. Pablo marks an item required because of how you answered the questions about your practice. If a network or platform you work through already gives your clients that document, answer Yes to Network or platform and tick it. It's then marked Provided elsewhere.
Which files can Pablo draft from?
PDF, Word (.docx) and text files, one form per file, up to 15 MB each. You can also paste the form's text.
Scanned PDFs work too, up to 30 pages each.
The invitation email says "patient portal". Can I change it?
Yes. Open Settings > Client portal and edit Invitation email. You can change the subject and the message.
Where do I see my client's answers?
On the Intake tab of their chart, once they've sent it.
Can I change a packet after I publish it?
Yes. Open it under Settings > Client portal > Packets, choose Start a new version, make your changes, then Publish it. Clients who already filled it in keep the version they were sent.
I sent two packets. How does my client tell them apart?
Give each one a title under Title clients see. Your client sees that title on their list in the portal; without one, each says "Forms from" and your practice's name.
A document changed. Do clients sign the new wording?
From the next time you publish the packet, yes: publishing uses the newest published version of each document. To keep asking for an earlier wording, choose it under Which wording on the consent question.
