When I receive a secure message from a client through the client portal, allow me to transfer or save that message to the client's general documents so I can a record of their communication in one place.
When we need to file emails (from secure messaging) into General Documents, one, we have to make a PDF which requires several steps to create, file, delete in Theranest, then delete from our computer...very time consuming. One, a way to file emails directly into General Documents. Two when we do add PDF to Generla Documents, it places them randomly and they are hard to then find. (I like to check and make sure it's in there by opening it, and if we need to refer to it). Can these be added in chronological order..i.e., just have it automatically add the document to the top or bottom of the list. All these time consuming things accumulate to extra hours a week. Thank you.
