Share non-intake documents with clients on the client portal
Allow me to share other documents, outside of intake/custom forms, with clients on the client portal (e.g., session worksheets).

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Meg Leatherman commented
This would be so helpful! This would make record requests so much simpler and give clients a HIPAA-compliant way to receive electronically. Not to mention the cost savings.
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Alexandra Phelps commented
This would be so helpful! Would love to be able to upload a PDF that the client can then view and save on their client portal
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shaunamft commented
While the workaround would be to send as an attachement through secure messaging, it's a matter of convince and I subscribe to service with client portal for that purpose (convenience)/saving time.
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Heather Kramer Almquist commented
We would love to simply send and receive .pdf documents via the portal. E-signatures would be great, too.
We don't need our forms to auto-populate TheraNest client records. We would just love to use the portal to send and receive completed paperwork. We have paperwork/assessments that are too complex and cumbersome to recreate as a custom form.
We really just want to use the portal instead of going through email and then manually uploading it to the clinical record. Thank you!
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Sara Graff commented
I would love to have a place in client portal where clients can access worksheets, homework, etc. in addition to intake forms.
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Charlene Pitts commented
PDF files through portal.