App Type | Client Portal |
Clients and client contacts can now securely upload documents directly through the Client Portal. Uploaded files are automatically saved to the client’s General Documents, making them easily accessible to those who need them. This setting can be enabled under your Client Portal Settings in the Organization tab. Learn more
This feature is greatly needed and surprisingly not already available. We're able to receive a full digital packet of intake forms and assessments, and then our billing consultant has to request copies of insurance cards and IDs over email. Please make this a priority!
This seems like a very basic feature that all other EHR's have already implemented. I am hoping to see this option available soon!
Yes! This would be a great addition! There are so many times clients are emailing this information and a more secure way would be for them to upload themselves in the client portal.