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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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AzureE Hardy shared this idea  ·   ·  Report…  ·  Admin →

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  • Amber Ferrero commented  ·   ·  Report

    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.

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TheraNest Client Portal: Client & Billing Details

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