Share a document with a patient
Upload a letter, a referral or an exercise programme to a patient's record, then share it and the patient reads it in their portal.
A document you upload stays on the practice's side of the record until you share it. Sharing puts it in the patient's portal and tells them it's there.
Add a document
- Open the patient and go to Documents.
- Press Add document.
- Give it a Title. Leave it blank and Practor uses the file's name.
- Under Type, choose what it is. Type starts on Other.
- Choose the File, then press Upload.
Type is one of Letter, Referral, Lab report, Imaging report, Exercise programme, Consent form or Other.
A file can be a PDF, an image, a Word document, a spreadsheet or a text file, up to 20 MB.
| What it says | What to do |
|---|---|
| Upload a PDF, image, document, spreadsheet or text file. | Save the file as one of those and upload it again |
| File must be under 20MB. | Make the file smaller, or split it into two documents |
Share a document with the patient
Each row shows the document's type, its size and the day it was added, and the line under Documents counts how many are on file and how many the patient can see.
Point at the document's row and press Share. The row then shows Shared, and the shared count goes up by one.
The patient gets a notification that reads "<your practice> shared a document with you", with the document's title under it. The document appears under Documents in their records, marked New until they open it, and they can read it there or download a copy. They can only see it once they have portal access, which Invite a patient to the portal covers.
Practor records each share in the patient's access log, with who shared it and when. Who can see your records explains the log from the patient's side.
Stop sharing a document
Point at the row and press Stop sharing. The document leaves the patient's portal and stays on file at the practice. A copy the patient already downloaded stays with them.
To share it again, press Share on the same row. The patient is notified again, as if it were new.
There's no button to delete a document. Stop sharing is how you take one out of the patient's view.
Who can add and share documents
Adding and sharing documents needs the practice owner's role. Anyone else who opens Documents sees You cannot see these documents and Ask a practice owner if you need access.
See your medical records shows what the patient sees once a document is shared.
Related
Was this helpful?
More in Patients and records
- Add a patient The new patient form has four steps and only the first two are required. A record with those is complete enough to book and to invoice against. 3 min read
- Import patients from a spreadsheet Bring an existing patient list into Practor from a CSV, map the columns, and fix the rows that don't go through. 3 min read
- Send a new patient their intake form Practor can text each new patient a link to fill in their own details and answer your questions before they arrive. Three switches turn it on. 3 min read
- Invite a patient to the portal Send a patient their own login from their record, and read the status beside it that says where the connection stands. 3 min read