Attach Documents to Send Through the Patient Portal

Attach Documents to Send Through the Patient Portal

        1.       Select the Letter+ from an order group or encounter sign off page.

        2.       Select Attached Documents from the Letters list

              

       3.       Select the patient as the recipient

       4.       Click View or Edit to enter the edit view

       5.       Click on "+Attachments" next to Letter Attachments in the header. This will open the chart content table and allow you to select any attachment.

       6.       Next, select View Actions: "Approve - Close and Email patient" to post the letter with the attachments to the patient portal.

       7.       The patient can view the letter with the attachments in the portal section "Medical Forms" selecting the letter link will download a PDF the patient can view and print.

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