Patients: Documents tab (upload documents & create letters)

Mary Jane -

The documents tab is where you can upload documents such as Referral Letters, Reports etc.  You are also able to show these documents to patients in the portal if you have the portal enabled.



From the documents tab select "New Document".


Document Categories:

When uploading a document you are able to select a Document Category. You can set these up under Settings>Document Categories.


Document Status:

You are able to select a Status for the document. You can set these up under Settings>Document Statuses.



To show documents in the portal to the patient select +Grant Portal Access button.




To create a custom letter that you built under the Settings>Letters section select "New Letter".



You will get the letter popup where you can select to View an Example or Create a Letter.




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