Rebecca Stone
My feedback
24 results found
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46 votes
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8 votes
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179 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. -
46 votes
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6 votes
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11 votes
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359 votes
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508 votes
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629 votes
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63 votes
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40 votes
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100 votes
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111 votes
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166 votes
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222 votes
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188 votes
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8 votes
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68 votes
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62 votes
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92 votes
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.