You can share Notes, Results, Forms, Prescriptions, Invoices and Questionnaires with patients using the Share button. This gives you control over what and when to share with the patient.

The Share button is located in the top right corner of the page. Below you can see an example of sharing a lab requisition form with a patient:

2. Select the document you want to share and click the Share button.

Once you click the Share button you should see a notification on the top right-hand corner that your document was successfully shared to the Portal.

The Share button should now appear as a Shared button to indicate that it was shared to the Patient Portal.

The Portal tab can be found on the Patient navigation bar. Click on the tab to open the Portal page.

Here you will be able to view all the documents you have shared with the patient.

Click on the Search bar to search for a document by its name/title. The search bar will display all matching documents below.

Below the Search bar there is a list of all the documents that have been shared to the Patient Portal.

There is a list for each file type (Forms, Prescriptions, Results and Notes). The total number of each file type is displayed in brackets beside the title.

You can see the name/title of the file, the date the file was shared with the patient, and the name of the user who shared the document with the patient.

Click on the View File button to be navigated to the file's location in the patient's chart. There you can see the exact file that was sent to the patient.

📖 Note: The patient will receive a PDF of the shared document they can view, print and/or save to their device.