Is it possible to upload forms into Therabill? For example, I have clients sign consent forms and ROI forms that I would like to scan and save in their folder.
Yes, you can. This is how:
- Click Clients in the top navigation bar.
- in your Client List, find the client you would like to attach a file to.
- Click the Client Tools icon for that client.
- In the menu that appears, click Attach File and follow the instructions.