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Upload documents

Feature RequestHigh Priority

The ability to upload documents, with the option to either share or not share with clients. Because there are often things we share with clients and/or things that are created in session it would be helpful to be able to store these in their electronic file, rather than storing in a separate system.

Posted by Jennifer Hudak ·
2 comments

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Comments2

  • J Sophia Nam

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    Apr 23

    Upvoting this! Secure document sharing through the client portal would be an amazing feature for clinical workflows, particularly for sending reports and assessment results without relying on email. This would significantly improve compliance, client experience, and overall usability of the platform. I strongly encourage prioritization of this functionality!

  • Patricia Maynard

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    Mar 8

    I want to have the ability to upload my own consent forms and paperwork for my clients.