A Practice Document Library that Can Be Shared w/ Clients | Voters

A Practice Document Library that Can Be Shared w/ Clients

Ryne Evans

Right now, it is quite difficult to share files/handouts, etc with clients. 
There is a files section in the system under the client chart that could be used for this, and we just mark them as shared. 
Also, a shared document library, or way to have "practice handouts or forms" that we can upload once and then share with clients, basically the way forms are done now, would be great. 
Right now, if I want to share the same file with multiple clients, I need to upload it via the client messaging portal each time. This is very time consuming.

August 2, 2022

Gwendolyn Mathis

yes please

Tina Koro (IntakeQ)

marked this post as

open

Lidya Mejia

Tina Koro (IntakeQ)What does OPEN mean?

Buffy Walker M.S., CCC-SLP

I had this feature in a previous EMR and I miss it so much. I'm constantly giving out handouts, it would be so nice if they lived in the system

Doc K Cross

YES please! this is a major issue

Annie Frisbie

any update on this request?

Cara Czarnecki

yes especially if I have an updated document I need all clients to sign. Right now I would have to send it all individually for them to access from their portal.

Samantha Assistant

This is the most needed Feature on IntakeQ!!

Doc K Cross

This would be a game changer. In addition to files that are pdf, if we could upload video modules because I wind up saying the same thing over and over and have to use a different platform to hold my video teachings.

Annie Frisbie

any update on this?

Tyler Fuqua, MD

I think it would be helpful to create a rule that would allow you to automatically upload a document that has been previously saved in your "library" (such as patient education handout) to the patients portal if a certain box was checked. For example, If in my treatment note I had a multiple choice/multiple answer question with a list of 10 handouts that I might want to give to a patient via their portal. I could click on several of them and they would automatically upload to their portal. Would be much more efficient.

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