What is the Power of Attorney form?

There are times when a client may assign Power of Attorney to another individual.  To protect yourself and your agency you want to make sure you have all the appropriate documentation indicating that Individual A has the right and permission to make changes to their account.


The Power of Attorney form in Jenesis is a document that you have your client sign, allowing this person to make those changes to their account and in effect act on your clients behalf.  To access it

Step 1:  Begin by pulling up your client

Step 2:  From the Client Main Screen click Tools

Step 3:  Choose the Power of Attorney Form

Step 4:  Print the form


For video instruction click below

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Category: General

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