Highlights:
0:11 – Forms: Sending Options (Automatic vs. Manual)
2:43 – Sending Forms by Need Type
3:41 – Sending Forms by Service Type
7:02 – Sending Forms by Package Type
10:01 – Forms Best Practices
11:26 – Good Forms vs. Bad Forms: Key Differences
14:32 – Sending Options: Individual and Form Packets
16:40 – Benefits of Sending Vital Forms Separately
18:20 – Overview of Vitals Webforms
28:40 – Forms That Should Be Sent Manually
31:01 – Understanding the Authorizing Agent
33:34 – Form Sending Strategies: When to Choose Manual vs. Automated
34:36 – Signature Options for Forms
43:11 – Sending Forms to Someone Who Is Not Next of Kin
48:15 – Uploading Durable Power of Attorney Files