Sharing Documents to the Patient Portal

You can now automatically or manually share documents with patients in their portal “Documents” section.

Option 1: Auto-Share by Tag

1. Navigate to Settings > Organization.
2. Check Auto-Share Documents in Portal.
3. Under Select tags to auto share, add any document tags you want to automatically share (for example, Diagnostic Report).
4. Click Save.

Any document in a patient’s chart with one of those tags will automatically appear in their portal.

Option 2: Share an Individual Document

1. Open the document from the patient’s chart.
2. Select the menu icon (three dots).
3. Click Share to Portal.

This will send that single document to the patient’s portal immediately.

Notes

• Patients will see shared documents under the new Documents section in their portal.
• Auto-sharing only applies to documents with the tags you configure in Settings > Organization.
• You can combine both methods: use auto-sharing for common document types and manually share others as needed.