You can share the record summary with your clients in a few easy steps.
In the Timeline section of the Patient Health Card, navigate to the Records tab. Here, you'll find the Share Records button.
📌 Records still in Draft mode will not be visible, as they cannot be shared yet.
For each record, you can view the following details:
Record Number
Date of the Visit
Services Provided / Reason for Visit
Main Provider
Attachments (if available)
This allows you to easily review and share the necessary health records as needed.
📌 Clicking on the record number will open the record in a new tab while clicking on the service(s) will display the summary of that specific visit.
On the right side of the screen, you’ll find customization options for your summary. You can choose which sections to display or hide by clicking the eye icon.
By default, all sections are visible, but you can edit the summary to show only the information that matters most to you.
You can also select if you want to generate the summary as a single PDF file or an archive with separate PDF files.
You can then download the document(s) or directly send them via email (the client's email is predefined, but can be removed if needed) to a contact person, or another practice.
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 actions button (three-dot menu).
Select Send record summary via email.
This will automatically send the record summary to the client, ensuring a quick and seamless sharing process.
By clicking on Advanced Record Options you can toggle off the blue slide bar button to exclude specific details.
Additionally, you have the following sharing options:
View the Record Summary as a PDF – Open and review the summary in a PDF format.
Send Record Summary via Email – Share the summary with clients via email. You can also add multiple email addresses by separating them with commas.
This allows for greater flexibility in managing and sharing records efficiently.
📱 If the client has the app installed, he/she 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.