Ensora Mental Health Ideas Portal
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286 VOTE
Status Completed
Categories Client Account Management
Created by Guest
Created on Dec 5, 2018

RELATED IDEAS

Allow clients to upload files to the Client Portal

Allow clients the ability to upload files into the Client Portal, such as copies of insurance cards. It would be great if the files they uploaded displayed in the client's General Documents section in TheraNest.
App Type Client Portal
  • ADMIN RESPONSE
    Jul 16, 2025

    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

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    • Jared McCrory
      May 21, 2025

      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!

      Reply
    • Cheryl Przezdziecki
      Apr 11, 2025

      This seems like a very basic feature that all other EHR's have already implemented. I am hoping to see this option available soon!

      Reply
    • Guest
      Nov 24, 2024

      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.

      Reply
    • Guest
      Jul 23, 2024
      It would be helpful as part of the intake process if the client could upload their ID and the front and back of their insurance card into the system.
      Reply
    • Guest
      Jul 9, 2024
      Allow clients to upload their insurance card and Drivers license. I have had too many clients that will send that info over email without me even asking. While it is helpful to have a digital copy to avoid delays in payments, if there are online only, I have no way to gather that info (hipaa compliantly)
      Reply
    • Guest
      Jul 3, 2024
      Agreed!
      Reply
    • Guest
      Jun 6, 2024
      This would be a HUGE update for Theranest, much much much needed!! This helps us comply with legal requirements in a more time saving manner and would be extremely helpful to our team.
      Reply
    • Guest
      Jun 3, 2024
      Client's should be able to upload their insurance card (front and back) as well as their identification card.
      Reply
    • Rebecca Stone
      May 30, 2024
      Add area in Client Portal for end-user clients to upload images/documents for Client Identification (required) and Insurance Cards (optional). Each field should be separate uploads. Insurance Cards should have multiple upload fields for primary, secondary, and additional insurance plan cards. Once uploaded, files should be saved in the client's "General Documents."
      Reply
    • Guest
      Apr 12, 2024
      This feature has been requested for several years by now and no progress has been made, especially when other EHR systems allow clients to upload images of their insurance cards. This is a necessary feature in this time of tele-health and HIPAA compliance.
      Reply
    • Guest
      Mar 27, 2024
      CLIENT PORTAL: Allow clients to upload documents (photos / PDFs) to the portal. Particularly, it would be great if clients can upload a jpeg of their insurance cards.
      Reply
    • Christine Wheeler
      Mar 23, 2024
      Much needed feature!
      Reply
    • Guest
      Mar 21, 2024
      Yes this would be incredibly helpful!
      Reply
    • Starlain Saldana
      Mar 20, 2024
      Add ability for clients to upload documents through portal (versus secure messaging). This would allow clients to send image of insurance card and other relevant documents that aren't captured in intake or dynamic forms.
      Reply
    • Guest
      Mar 7, 2024
      Dr. Tonya Mckoy A NEW YOU COUNSELING CENTER, PC The provider would like the option for the intake forms to have the ability for attachments and also from the client portal side. The provider also states when filling in insurance member ID it does not allow letters only numbers to be involved and would like this feature to be addressed as well. Thank you so very much have a wonderful day!
      Reply
    • Guest
      Jan 22, 2024
      Is it possible to have a method where Clients can upload documents themselves to the portal? We must collect copies of the insurance card and picture ID/proof of residency. Right now, my process is to request it through the messaging tool as this is private information. If would be great if I can send consents and they can even have a prompt after signing consents to upload it. Or from the patient portal a tab to upload your documents and they drop right in to their chart. Dr. Demerritt
      Reply
    • Guest
      Jan 22, 2024
      I would love it if you would have the capability to let clients upload a photo of their insurance card on Theranest. Simple Practice has this feature.
      Reply
    • Guest
      Jan 11, 2024
      Allow clients to upload photos of the front and back of their insurance cards, either with their intake paperwork or in the client's profile, so the provider has easy access to all the information on the card.
      Reply
    • Guest
      Dec 18, 2023
      Allow clients the ability to upload documents for their clinician through the portal.
      Reply
    • Guest
      Dec 14, 2023
      Please add a spot in the client portal that requires client's to upload a photo of insurance (front and back). It's good practice to have a copy in case I need to call or if client gets ID number jumbled. Also, have the authorize payment to provider option automatically yes unless otherwise marked. Clients don't seem to know to check that to yes.
      Reply
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