Skip to main content

Re: Shared Files- request to add folders for organization of these documents



  • Troy Wood

    I completely second this request. I'd like to have the option to organize files, ideally within individual folders, once they've been uploaded to a client's profile. I had to upload progress notes from my previous round of therapy with a client while I was at a group practice and the progress notes (and other files) are totally unorganized and filed out of order.

    Comment actions Permalink
  • Bekah Howell

    Yes there is a lot to be desired from this system. I agree. My concern is altering invoices when clients have made deposits--I can not update as I need without canceling an invoice which is not conducive since it sends the clients additional onvoices for new ones. Odd. Very odd.

    Comment actions Permalink

Please sign in to leave a comment.