Attachments continue to be a headache because the majority of clients use tablets or smartphones now. They can neither send or receive attachments. I cannot send attachments to my clients and they cannot send me their insurance info and ID pictures. It bogs down the process and makes our practice look unprofessional when we are constantly having to apologize to clients for the problems with the portal.

These are my suggestions:

Clients should be able to send and receive attachments with tablets and smartphones

There could be an option for uploading insurance ID and regular ID pictures or copies when a client signs on to the portal