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Client summary

Feature Request

Please create ability for client to see the shared session summary from the portal if they are granted access to a shared summary without the clinician having to email it to them first and they only having the summary available after its actually sent to them. It actually defeats the purpose of having that button to share it with them in the first place

Posted by Teresa Reitz ·
Status: Completed3 comments

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Comments3

  • David Singer

    •

    Jul 23

    Hey, I just want to confirm that the patient will NOT be able to download the file? They can only view it?

    • Upheal Moderator

      Team•

      Jul 23

      Patients won’t be able to download the file. They can only view it in the portal. However, please note that a technically savvy patient may still find ways to save or capture it.

  • Upheal Moderator

    Team•

    Apr 14

    Hi Theresa. This is already available, so if you share the summary, they will find it in the client portal.

    https://www.upheal.io/features/client-portal-for-therapists