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How to Share Documents with Patients

Written by Luiz Uggioni Savi

1. Access Patient Profile

To share a document with the patient, you need to be in the patient profile.

Access Patient Profile

2. Locate the "Share With Patient" Button

Select the document you wish to share. Next, navigate to the "Share with Patient" button located here, and click it.

Locate the 'Share With Patient' Button

3. Select the Note Option

Select the Note option to add a message in the document before sharing.

Select the Note Option

4. Write a Message to the Patient and Share Document

You can write a note to the patient to inform them about the requisition or the document. Then, click Share.

Write a Message to the Patient and Share Document

5. Confirm Document Sharing

Once a document is shared with the patient, the "Shared with Patient" button will turn green.

Confirm Document Sharing

You have successfully shared a document with the patient by accessing their profile, selecting the document, adding a note, and confirming the share. This process guarantees clear communication and proper document delivery.

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