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Magda Demerritt

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  1. Allow clients to upload files to the Client Portal

    180 votes

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    55 comments  ·  TheraNest Client Portal » Client & Billing Details  ·  Admin →
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    Magda Demerritt commented  · 

    Is it possible to have a method where Clients can upload documents themselves to the portal? We must collect copies of the insurance card and picture ID/proof of residency. Right now, my process is to request it through the messaging tool as this is private information. If would be great if I can send consents and they can even have a prompt after signing consents to upload it. Or from the patient portal a tab to upload your documents and they drop right in to their chart.

    Dr. Demerritt

    Magda Demerritt supported this idea  · 

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