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Create New File Folders under File Tab to drag and drop like documents into

As an example, creating a new file folder in the file tab that says INSURANCE, and dropping in each new copy of their insurance cards or documents that need to be kept. Also maybe even creating a file folder for MEDICAL RECORDS. This will free up space in the file folder and make looking for documents much quicker.

  • Guest
  • Jan 7 2019
  • Future consideration
  • Attach files