1. Go to your client's profile.
2. Click Options and then click Consents.
3. The Consents table tracks when the Authorization forms were requested, when the client opened the request, and when the forms were signed and uploaded. You can check here to see if your client's authorizations still need to be approved.
If the Date Signed/Uploaded field shows "N/A," an authorization has not been uploaded.
Great job! You now know how to check the status of a client's authorization forms!
If you have questions or feedback, please feel free to reach out to us at [email protected].