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Creating Scenarios within ElderDocx

Webinar Recorded: March 20, 2014
Presented by Melanie Smith
and Lisa EvansElderCounsel
Duration: 30 minutes

Join Melanie Smith and Lisa Evans from our Member Services Department, as they take you through Step by Step on how to create scenarios.

The reason scenarios are important is to avoid having to complete a lengthy interview every time you want to draft a new document. Instead, you can save the answers from the document you created as a sample (which we call a scenario) to use the next time you have a client who fits that particular fact pattern.

It is strongly recommended that you go through the entire interview of each document one time before creating a scenario. This serves two purposes:

  • You understand what we are asking and why
  • You now have a set of answers from which to build several different scenarios

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