You can share patient records and SOAPs directly from the Timeline, the Flowboard, or an individual record. Sharing supports bulk selection, a single combined PDF or separate PDFs, custom email messages, and automatic chronological ordering (newest to oldest).
Share Records from the Timeline
In the Timeline section of the Patient Health Card, navigate to the Records tab.
Here, you'll find the Share Records button.
For each record, you can view the following details:
Record Number
Date of the Visit
Reason for Visit
Record Status
Main Provider
Associated Documents
With SOAP 2.0, you can now select all of your records and generate a single combined PDF or separate PDFs. Records are automatically ordered from newest to oldest for easy review.
The Share Records function loads the most recent 25 visits, with the ability to load further visits if needed.
In addition to the 'Load All' function, you can select all associated records and documents, or select based on document type (ie, Records, Invoices, etc).
When sending via email, you can now include a custom message alongside the attached records. The client's email is predefined when sending directly to the client. Using the 'Custom Email' action, you can also add multiple email addresses in addition to adding an optional message.
You can still choose to generate the summary as a single PDF file or an archive with separate PDF files.
Share Records from the Flowboard
You can share records directly from the Flowboard — no need to navigate to the patient's Health Card first.
Open the Flowboard
Select Share Records from the top right corner
Filter which records to display or hide. You can filter by date range, Flowboard Status, Associated Staff, and Record Status.
Select Email Document to either email visit documents to their respective clients or use Custom Email to email all records to a custom email if needed.
This is especially useful for end-of-day workflows where you need to send multiple record summaries without opening each patient individually.
Share a Single Record from the Patient's Records Page
Another way to share records is directly from the Patient's Records page.
Simply follow these steps:
Navigate to the record you wish to share.
Click on the Record Summary button in the top right corner of the record.
Within the Record Summary page, you can filter SOAP sections and email the individual record.
With SOAP 2.0, you can also generate a toggleable PDF record summary for individual records — a quick way to preview and share a single visit's documentation.
📌 Discharge documents are not yet included in the bulk sharing flow. This is on our roadmap for a future update.
📱 If the client has the app installed, they will have access to the summary of all records instantly. You can of course decide what information you want to make available in the app.