https://form.jotform.com/kwildenhainesq/2026intake

• Email template for providing the link to the intake form (talked to Client already)
• Email template for providing the link to the intake form (did NOT talk to Client already)

🆕 New!

Intake Link

Internal Referrals - ALL Departments

• Step 1, Completing and confirming the intake

• Step 2, Generate Documents and Gather Signatures for Rep Packet and 526EZ

• Step 3, Statements, Evidence Gathering

• Text: Generic, “attention grabber”

<aside> 💡 DocuSign is a digital signature and document management platform that allows users to sign and manage documents electronically. It is highly secure and employs multiple layers of security measures to protect users' data, and is compliant with various international data protection and privacy regulations such as GDPR and HIPAA.

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