Attachments

Follow

Angela Famiglietti - Forum Moderator

• September 25, 2020 19:45

Tell us what you think about our attachment functionalities and what improvements you would like to see!

For example, would you like to be able to handle multiple attachments at once? Create custom folders? Have special permissions for attachments? Let us know!

3

• 

  Amy De Klerk

  • September 29, 2020 08:12

  If we could create folders at a sys admin level, and then assign permissions to them, that would be ideal! at present we have all our attachments switched off because the risk of people accessing information that they shouldnt is too high

  11

  Comment actions Permalink
• 

  maryann.storey

  • November 17, 2020 15:53

  Please prioritize this one!! 

  4

  Comment actions Permalink
• 

  Jan Barton

  • December 02, 2020 19:39

  Currently attachments can be deleted by any user. The ability to delete attachments should be limited to system admin or based on permission setting.

  5

  Comment actions Permalink
• 

  Angela Famiglietti - Forum Moderator

  • December 09, 2020 21:09

  Thanks for your comments on this! We will speak to our product team about this for consideration.

  In the meantime, if you have any other feedback on how we can make attachments better, please let us know!

  1

  Comment actions Permalink
• 

  Joslin Allen

  • April 21, 2021 18:30

  We too would like to be able to create folders at a system admin level and assign permissions.  Unfortunately, until this option becomes available we will not be able to fully integrate our HR data.  

  6

  Comment actions Permalink
• 

  Diane Strickland

  • May 05, 2021 17:15

  This would be great for us to be able to customize our folders under both employees and clients. Please prioritize this one!! 

  3

  Comment actions Permalink
• 

  Cathy Lee

  • June 29, 2021 22:28

  We'd love to see this happen!  Right now if we're getting client information from our funders, we have to manually enter it into the care plan because we don't want to turn on the attachment rights for all employees.  

  3

  Comment actions Permalink
• 

  Mindy Tapper

  • July 08, 2021 16:29

  The capability to move multiple documents at one time would be great. Helpful if you want to reorganize or change location of multiple items that have already been uploaded within Client Attachments or Employee Attachments.

  2

  Comment actions Permalink
• 

  Erick Miramontes

  • September 17, 2021 18:20

  We would love to be able to give permission to certain folders. There is some patient information that is for staff only and we do not want everyone to have access to certain folders. I would like to be able to upload payment information in the accounting tab also. Since we don't have that capability, we'll have to use the Attachments section. Please make this a priority. Thank you!

  1

  Comment actions Permalink

Post is closed for comments.