This help article will explain how to invite Patients to the Patient Health Record also known as the Portal, and how to add a Patients email into their patient chart to share documents with them.

To invite Patients to the Patient Health Record you must first access a Patient's demographics. To do so, please navigate to the Profile tab in their patient chart.

From there please click on the Demographics tab underneath the patient chart.

While staying in the Demographics tab, you must enter the email that was provided by the Patient in the email section.

There is a checkbox located below the Patient's Email. To ensure informed consent is obtained, the Patient Portal is disabled unless this box is checked off. It is up to the clinic to determine how they wish to obtain informed consent. Each patient must be manually enabled.

📖 Note: You must check off that the Patient has consented to receiving healthcare information via the Patient Health Record in order to share documents with them.