Rebecca Stone
My feedback
24 results found
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206 votes
An error occurred while saving the comment An error occurred while saving the comment 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.An error occurred while saving the comment 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. -
56 votes
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8 votes
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48 votes
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6 votes
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11 votes
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375 votes
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520 votes
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641 votes
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63 votes
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43 votes
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101 votes
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113 votes
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169 votes
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225 votes
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189 votes
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8 votes
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68 votes
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62 votes
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94 votes
Add area in Client Portal for end-user clients to upload images/documents for Client Identification (required) and Insurance Cards (optional). Each field should be separate uploads. Insurance Cards should have multiple upload fields for primary, secondary, and additional insurance plan cards. Once uploaded, files should be saved in the client's "General Documents."