How to Share a Document with an HCP
Share patient documents with other healthcare professionals via email directly from the document details sidebar.
How to Get There
- Open a patient's document from the Documents tab
- Click Send to HCP (mail icon) in the document details sidebar
A message composer window opens.
Composing the Message
The composer includes:
- Recipient email - type or paste email addresses. Multiple recipients are shown as individual pills
- Subject - auto-generated from the patient's name, editable
- Message body - free-text area for your covering message. Template support is available
- Signature - select from your saved email signatures
- Document attachment - the current document is attached by default. Use the document picker to add additional documents
Additional Options
- Task assignment - optionally create a task linked to this communication for follow-up tracking
Sending
Click Send to deliver the email. The communication is logged in the patient's record and the document's audit trail.
The composer window is draggable, so you can reposition it while referencing other parts of the patient record.
Tip: Add multiple documents to a single message by using the document picker within the composer.