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.
Katherin Frank commented
It would be great if the client could load a picture of the front and back of their insurance card into the billing/insurance section. It would make it easier to verify numbers and have the correct number on the back of the card.
Thrive Solutions commented
Give option for clients to upload a copy of their insurance card and ID as part of the intake forms (make it mandatory that you can opt out of.)
Rebecca Stone commented
Add two upload fields: one for ID and one for insurance card so clients have the ability to scan their ID and insurance card and upload them as images or PDFs through the Client Portal.
When the images/docs are uploaded, they should be automatically saved in the client's general documents as separate files with corresponding labels.
When an upload(s) is received from a client through the portal, create an alert so the upload can be reviewed.
Jessica Smith commented
During intake, need to be able to request a photo (front / back) of insurance card and ID
Monique West commented
In the client portal it would be helpful to have clients automatically be able to upload an image of their insurance card, license, debit/credit card for more ease and convenience
Nicole Tomassini commented
A way for the client to upload a copy or photo of their insurance card to their portal/document tab with the intake forms.
Ria Flanagan commented
Client is able to upload photo ID and insurance card into their client portal
Felicia Cameron commented
Allow clients to upload their insurance cards by taking a picture of it to be upload into the client portal.
Sarah O'Brien commented
Can you add a way for clients to upload photocopies of insurance cards and IDs through the client portal?
Chantal Hayes commented
Marla Deibler commented
Sometimes patients have documents to send us securely that would require end to end encryption via email (IEPs, lab reports, etc.). Direct upload by the patient via the patient portal would be very, very useful.
Julie Mynatt commented
Yes, this please!
Valerie Chu commented
Yes, it would be great if they can just upload their insurance card, or homework, directly instead of sending as an attachment in messages, us having to go into messages, then download the doc, and then upload again to their file.
Simple Practice makes it much easier for clients to just upload directly.
Anne Jackson commented
I have clients scanning their cards and emailing them, and I’d like a smooth and efficient way of uploading scanned images into the client chart
Aysia Allen commented
The ability to upload docs easily through the portal again not the secure message. It would be great to be able to save different emails that go to clients such as your therapist has sent you a document . I currently now have to go to messages and send it there and then upload to general messages. I’m getting ready to give less homework because it feels like a headache! Also, can the clients organize their general documents or is this something I can do? It feels like there’s a lot stored there as I imported lots from SP. I see folders but hard to use. I would love to label a folder or something for them to organize life because I don’t blame them for not wanting to use it. They loved SP and these are the concerns the clients are bringing up.
WHITNEY MINNICK commented
When clients fill out paperwork online through the portal before their first appointent, give them the option to upload photos of the front and back of the card like they do on pharmacy apps, doctors office, etc. to ensure we have all accurate info before the appointment.
Amber Ferrero commented
We are looking for a form that parents upload a picture of the insurance card so we have all of the intake information in one place.