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Sharing Notes with Patients

How to share a note so it is visible to the patient in their patient portal

Easily share important notes with your patients right from their profile. When you share a note, the patient can access the note in real time, and you can manage sharing permissions with just a few clicks.

Step 1: Open the patient's profile. Go to the Notes tab.

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Step 3: Click the three dots next to the note you want to share.

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Step 4: Select Share with Patient.

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Step 5: After refreshing, look for the Shared with Patient tag next to the note.

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Step 6: To unshare, click the three dots next to the note and select Unshare with Patient.

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Once shared, any updates to the note will also appear instantly to the patient. Sharing notes helps keep your patients informed and engaged with their care.

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