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1. Allow clients to upload files to the Client Portal

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   61 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Delete…  ·  Admin →
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   Tiffany Trombley commented  ·  Jul 19, 2023  ·  Delete…

   It would be helpful if in Billing/ Insurance information tab client was required to provide photo of front and back of insurance cards, as this is needed to bill insurance accurately.

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   Tiffany Trombley supported this idea  ·  Jul 19, 2023