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Practice-level document library for quick messaging and sharing

Allow therapists to store and organize commonly used handout documents (psychoeducation materials, worksheets, coping skills resources, etc.) at the practice level for quick access during both asynchronous messaging and live video sessions.

Why this matters:

  1. Efficiency: Therapists can focus on client care instead of hunting for files during sessions or between appointments.

  2. Live session support: During video sessions, therapists can instantly access and share documents via screen sharing without interrupting the therapeutic flow.

  3. Consistency: A centralized library ensures all clients receive the same, vetted versions of handouts.

  4. Organization: Practice-wide resources are curated in one place rather than scattered across individual computers.

  5. Seamless workflow: One-click attachment to secure portal messages and instant retrieval during screen sharing streamlines the entire client interaction.

  6. Team alignment: Group practices can standardize and share approved resources across all providers.

Suggested implementation:

  • Add a Document Library section in Settings or a dedicated area accessible during sessions

  • Support PDFs, Word docs, images, and other common file types

  • Organize documents by category/folder (e.g., "Anxiety," "CBT Worksheets," "Grounding Techniques," "Consent Forms")

  • Enable quick search and one-click attachment when composing messages

  • Make the library easily accessible during video sessions for live screen sharing

  • Optionally, allow tagging documents and permission-based access for team members

Current workaround: Therapists manually search their computer files, breaking session flow and creating inconsistency in which resources clients receive.

Status: Backlog3 comments

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Comments3

  • Mary Ellen Flesher

    •

    Aug 28

    I 100% need this type of library where documents are easily accessed and can easily be shared with the client

  • Upheal Moderator

    Team•

    Aug 24

    This is a well-scoped idea, a shared document library for practice-wide resources would remove a real friction point. Logging it as a feature request. The messaging-attachment and video-screen-share integration would likely ship in phases if picked up.

    • Liza Shaw

      •

      Aug 25

      Sorry — I am not sure what “The messaging-attachment and video-screen-share integration would likely ship in phases if picked up” means in the context of my request. Could you please explain?