Give clients ability to upload picture of their insurance card (front/back).

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.

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.

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!

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.

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.

During intake, need to be able to request a photo (front / back) of insurance card and ID

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

A way for the client to upload a copy or photo of their insurance card to their portal/document tab with the intake forms.

Client is able to upload photo ID and insurance card into their client portal

Allow clients to upload their insurance cards by taking a picture of it to be upload into the client portal.

Can you add a way for clients to upload photocopies of insurance cards and IDs through the client portal?

YES PLEASE!!!!!!!!!

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.

Yes, this please!

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.

Have a section requiring clients to upload pics of front/back of insurance cards.

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

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.

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.