How to Share Patient Information

If you need to share information with a colleague or third party, you can do so from right inside The patient sharing feature allows you to select just the information you’d like to share (as opposed to the entire chart) and send it one of three ways: email, download, or print.

How Does It Work?

To share patient information:

  • Start by heading to your patient’s chart
  • Click on the gear icon in the upper left corner, then select Share patient details
  • Select which pieces of the patient’s chart you’d like to share by checking the relevant boxes. Here you can also specify a date range to include only the most relevant information.
  • Next, decide on the delivery method – email, download, or print. Note: you can only use one delivery method at a time.
  • Once you’re happy with your selection, click Continue and follow the prompts to complete the process

Other Sharing Options

There will be times when want to share the patient’s entire chart – and has outlets for those too!

Simply head back to the patient’s chart, click the gear icon in the upper left corner, then select either Print complete record or Download complete record.

Still stuck? Shoot us an email and we'll do our best to help.