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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Rebecca Turgeon commented
Allowing the client to upload their insurance card and state ID into their account, whether its their first appointment or an update.
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Melissa Carter commented
This would be amazing. It could be added as a feature when creating dynamic forms to allow clients to upload their IDs and insurance.
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A Batts commented
It would be great if it could be embedded into an intake form there could be a required form to scan drivers license and insurance cards right into the intake.
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Jess Lewis commented
offer the option for clients to upload documents to their portal on their end. This would be helpful for a number of things (id card, insurance card, therapy journaling content, etc.) where the client needs to send me something confidentially. Otherwise, I am left to email (not confidential).
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Megan Swanson commented
I think that adding some type of option or form to get photos or files uploaded would be immensely helpful in the intake process.
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Shannon Wohlman commented
Allow clients to upload documents such as: insurance card, data/diary cards for DBT, etc..
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Jessica Bell commented
I'd like clients to be able to attach a file in the intake form portion in order to reduce the number of steps a client needs to take in order to get started. We need a copy of ID and health insurance and it would be so much more easily integrated if this were to take place.
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Jessica Wacker commented
It would be great if there was an option for a secure drop box where clients can upload previous evaluations/reports when they complete intake paperwork.
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Jessica Bell commented
It would be super helpful if we could create an intake form that has a section that allows for picture/documentation upload for the client.
We need to collect a copy of their drivers license and health insurance for their chart, but it is so many extra steps if they need to send it through secure messaging.
Because I already have them create a portal, sign the intake paperwork from that email, and then I send another email to have them input billing info for insurance through Headway and then have to ask them to secure message photo of their id and health insurance. It's just so many extra steps. It would be much more fluid and integrative if in the intake paperwork they could just press "attach a file" and put their ID in on a section and press that again for their health insurance card.
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Charlese Nash commented
Hello,
I was wondering is there a way when the clients are completing paperwork that they can upload picture of their insurance and license front and back? This will help make it easier for clients especially ones who don't feel comfortable emailing that information.
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Lynn Haberlein commented
Add ability to upload documents by client through their portal account.
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Mariana Carabantes commented
It would be useful to have a form where clients can take a picture of their ID and insurance card or upload it directly into the initial paperwork.
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Annie Powell commented
Allow the client to upload their identification when completing the intake forms. This would be very useful when all services are done through telehealth.
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Susan Perry commented
When a client sends copies of their insurance cards via the portal, have those pictures be directly uploaded into the client "general documents" so we don't have to download them to our pc, upload to theranest and then delete on pc.
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Rebecca Dodge commented
Give clients ability to upload picture of their insurance card (front/back).
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Lisa Lacen commented
Can you add a feature allowing client's to upload documents to the intake forms? For example, a feature that allows them to upload their insurance card, photo ID, or relevant mental health records as they complete the intake forms.
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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.
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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.)
Thank you!
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Rebecca Stone commented
CLIENT PORTAL:
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.GENERAL DOCUMENTS:
When the images/docs are uploaded, they should be automatically saved in the client's general documents as separate files with corresponding labels.ALERT:
When an upload(s) is received from a client through the portal, create an alert so the upload can be reviewed. -
Rebecca Stone commented
CLIENT PORTAL:
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.GENERAL DOCUMENTS:
When the images/docs are uploaded, they should be automatically saved in the client's general documents as separate files with corresponding labels.ALERT:
When an upload(s) is received from a client through the portal, create an alert so the upload can be reviewed.