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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.

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  • Dr. 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.

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  • Liz Kubasek

    Totally agree!!

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  • Rosalind Ceasar

    Yes, yes, yes.  Not just for files to be shared with customers, also for business documents. It is way more efficient. 

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