Sending a document to a patient

You can share a document from a patient's record with that patient in their portal account. You need clinical access.

Sending the document

1. Open the patient's Forms & documents tab and find the Documents card.
2. Choose Send to patient beside the document. The patient needs a linked portal account and an email address.
3. Check the result. The email contains a portal link, rather than an attachment or document title. A share can be created even if the email fails or reaches a sending limit.

Sending again and removing access

Use Resend to send the link again, or Remove access to revoke the share. Removing access blocks fresh portal opens. An already issued file link can remain usable for up to five minutes, and downloaded copies are not removed.

Unlinking a patient's portal account revokes its document shares. Relinking does not restore them; send the document afresh.

Sending limits

Sends and resends share limits of 30 per staff member per hour and five per patient per hour. During a trial, manual patient emails share a limit of 50 per clinic in 24 hours. If the patient has stopped automated messages, read the confirmation before choosing to send a manual email.