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
​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