1. Access Patient Profile
To share a document with the patient, you need to be in the 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.
3. Select the Note Option
Select the Note option to add a message in the document before sharing.
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.
5. Confirm Document Sharing
Once a document is shared with the patient, the "Shared with Patient" button will turn green.
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.




