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.
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Nicole Tomassini commented
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.
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Jennifer White commented
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.
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Christine Wheeler commented
Much needed feature!
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Chantal Hayes commented
Yes this would be incredibly helpful!
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Starlain Saldana commented
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.
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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!
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Magda Demerritt commented
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
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Lavinia Magliocco commented
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.
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Danielle Metzger commented
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.
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Richard Burleigh commented
Allow clients the ability to upload documents for their clinician through the portal.
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Tracy Howland commented
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. -
Carmen Mendoza commented
cannot currently upload
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Anonymous commented
This feature should 100% be added! It's like pulling teeth to get client IDs & insurance cards prior to the scheduled appointments ever since we started using the client portal! They can't seem to understand that we need them to fill out the paperwork in the portal but then email the copies of their cards separately. It would make life much easier if they could just do it all from the portal!
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Steven Clemons, Jr. commented
Clients being able to add an image of insurance card directly to the portal. We require clients to email an image of their insurance card, front and back, that we upload to client documents. We would like for clients to be able to upload this directly to their facesheet via the portal.
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Bill commented
Absolutely a feature that should be included.
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Robin Sexy commented
Could there possible be a way to add a check list for the client portal? As in " You have uploaded your ID, You have uploaded your Insurance Card." This will help with telehealth clients. It was be a double bonus if there is an option for the portal to not be active until these items have been uploaded.
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Kelsi Wilbers commented
It feels like a small change that can add great value to the software for our office and many others it seems. We are primarily virtual and the main barrier to intake completion for us has been the difficulty that we have gathering documents. This simple feature alone would no doubt also help to increase our number of clients as well.
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Tiffany Trombley commented
It would be helpful if in Billing/ Insurance information tab client was required to provide photo of front and back of insurance cards, as this is needed to bill insurance accurately.
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Admin Assistant commented
Add the ability for clients to include photos of their insurance cards in/with the intake forms packet and/or upload these photos directly to their general documents in their account.
This is often needed for benefits verification and contacting the company for claims issues. Currently there is no way for clients to share this with us within the client portal and it must be collected outside of the portal via email.
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Amanda Cosel commented
Hello! It would be very beneficial for clients to have the ability to upload their proof of ID, as well as their insurance card, upon filling out the intake paperwork, as this is an ethical practice to have in those of us in private practices. I recently took an updated ethics course, and this is something that may fall within requirements for individuals in private practice to have in their patient files. Having this through theranest would allow it to be more convenient, and organized!