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Sharing Chart Entries with Patients

There’s a feature in the charts where you can make chart entries visible to your patients. You can use this to share treatment plans, exercise prescriptions, lab results, files, or any other chart note.

Patients will see a section on their My Account page called Documents

Learn more about the Patient Portal by clicking Here

How to share chart entries

You can make any chart entry visible to your patient by clicking the Not Visible to Patient button to make it Visible to Patient at the bottom of the chart entry.

Jane will double check with you to make sure you know what you’re doing :)

Notifying Patients

If your client has a valid email address you can choose to alert them of the file shared:

And if you want to send them a gentle reminder you can always do so from the chart.

Note: There’s no option to “add a note” or custom message to the notification before you send it. This is because email is not a secure method of communication - and so the notification will prompt them to log into their secure “My Account” area. If you have extra details or information, or a message you’d like to add, just add a “note” section to the chart entry before you share it and include the details there.

What is Shared?

When you pull up a patient’s chart, you will see at a glance which chart entries are listed on the patient’s My Account page.

And you can always remove the sharing by clicking on that same button again on the chart entry.

As always, let us know your thoughts!