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Tebra Help Center

Send Patient Documents

Updated: 03/11/2024|Views: 1123

Practice can share uploaded documents with patients via the Patient Portal to provide patients access to their health information.

The practice should establish their own policies regarding who can send patient documents because any user with access to the patient's documents can send documents to the patient. Before sending the documents, users should verify the document is accurate and can be shared with the selected patient.

Important Notes:

  • Documents sent to the Patient Portal cannot be rescinded
  • Deleting a document that was sent to the patient from the patient's documents tab will also delete the document in the Patient Portal

Access Patient Documents

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
  3. Click Documents. The Documents page opens.
Platform_Patients_Documents.png

Send Patient Documents

Before sending the document(s), users should verify the document is accurate and can be shared with the selected patient.

  1. Click to select the checkbox next to the document(s).
  2. Click Send to Patient. The documents are sent and are now available in the patient's Patient Portal.
    Note: Patients will not receive a notification when documents are shared.
Platform_Documents_SendPatientDocuments.png
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