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thera-LINK Suggestions

← Customer Feedback for thera-LINK
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10 results found

  1. Store documents with most recent date at the top of the list.

    Right now documents are stored in date order with the oldest on top. I have to do a LOT of scrolling because I have clients sending me homework documents on a daily basis. i think that recent date on top is more efficient.

    4 votes

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    0 comments  ·  Files/Documents  ·  Admin →
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  2. Let me save client files

    Allow documents to be stored in a client profile (documents) without sharing with the client

    2 votes

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    0 comments  ·  Files/Documents  ·  Admin →
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  3. Allow clients to complete intake forms online

    Clients need to be able to fill out intake forms online without having to download the files.

    12 votes

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    2 comments  ·  Files/Documents  ·  Admin →
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  4. Automatically send documents to new patients

    Let me choose a file to automatically be sent when a new client registers for their account. I don't want to have to send it manually each time.

    2 votes

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    0 comments  ·  Files/Documents  ·  Admin →
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  5. Make the "Send Files To..." box more distinct

    The field for "Send Files To..." is so light that it disappears on my monitor. Please make it contrast more with the background, so I'm not confused.

    1 vote

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    0 comments  ·  Files/Documents  ·  Admin →
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  6. Allow clients to eSign documents

    Let me send clients documents such as disclaimers or releases through the system, receive an electronic signature from the client, and have the documents stored in our account for reference.

    17 votes

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    2 comments  ·  Files/Documents  ·  Admin →
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  7. Show me what documents I'm sending

    Once I upload documents to send and click "Next" I can't see or remove items from the list of what is being sent. I like to verify that I'm sending the correct files before clicking "Finish".

    1 vote

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    0 comments  ·  Files/Documents  ·  Admin →
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  8. Show all clients in Documents for Owners and Managers

    As an owner or manager, show me all clients in the Documents page, so I don't have to navigate to the client in the People page before I can share a document with them.

    3 votes

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    0 comments  ·  Files/Documents  ·  Admin →
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  9. List provider as only provider when sending documents

    When a client goes to send a document, only list each recipient once. Clients can get confused if they see the user's name more than once in the list.

    1 vote

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    0 comments  ·  Files/Documents  ·  Admin →
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  10. Send documents without having to re-upload

    Let me save files to send to clients, so I don't have to re-upload them each time. I want to store copies of these files directly in thera-LINK.

    13 votes

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    1 comment  ·  Files/Documents  ·  Admin →
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