Skip to Main Content
TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Sep 22, 2020

Save secure message attachments to client's clinical documents

Allow me to add files attached to a secured message to a client's clinical documents without having to download the file.
App Type TheraNest App
  • Attach files
  • Guest
    Reply
    |
    Jun 8, 2024
    please can you create the ability to add documents patients send in the portal / inbox directly to their chart so that one does not need to download them and them upload them again to chart.
  • Guest
    Reply
    |
    Apr 4, 2023
    Attachments/Forms added to the contact Log and/or a way to upload forms filled out by the client (not intake forms) safely to the clinical docs.
  • Guest
    Reply
    |
    Sep 14, 2022
    It would be helpful to have an option for mood screeners and hw returned to providers through the portal to be downloaded into clinical documents. I do some CPT work and these worksheets have to be downloaded to my computer then uploaded to clinical documents. Then there's the extra step of getting it permanently deleted from my computer. It would be nice for this to be an automatic option to keep this information in theranest.
  • Guest
    Reply
    |
    Feb 9, 2022
    it's a hassle to have to download the file and then reattach it to the secure message! please add this feature!