Share non-intake documents with clients on the client portal

This would be so helpful! This would make record requests so much simpler and give clients a HIPAA-compliant way to receive electronically. Not to mention the cost savings.

This would be so helpful! Would love to be able to upload a PDF that the client can then view and save on their client portal

While the workaround would be to send as an attachement through secure messaging, it's a matter of convince and I subscribe to service with client portal for that purpose (convenience)/saving time.

We would love to simply send and receive .pdf documents via the portal. E-signatures would be great, too. We don't need our forms to auto-populate TheraNest client records. We would just love to use the portal to send and receive completed paperwork. We have paperwork/assessments that are too complex and cumbersome to recreate as a custom form. We really just want to use the portal instead of going through email and then manually uploading it to the clinical record. Thank you!

I would love to have a place in client portal where clients can access worksheets, homework, etc. in addition to intake forms.

PDF files through portal.