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How to send documents to patients

If you ever need to send a document to a patient (e.g. information on stimulants, a discharge letter, etc.), there are two ways to do so:

Email patient using a HIPAA-Compliant email

If using a HIPAA-compliant email, you can find the patient’s email in their Demographics.

  1. Search for the patient by last name, first name
  2. Click the gray person icon in the top left of their chart
  3. The Demographics tab will pop up listing all of the patient's information, including their email
  4. Copy and paste this into your HIPAA-Compliant email of choice

    Patient email.png

Upload to their Chart and message via AMD messaging

  1.  Navigate to the patient's chart.
  2. Find the Documents section, click the plus sign, and choose Upload Document. For this example, we will use the Discharge Letter. Click to read the help center article on Rula's Discharge of Care Protocol.

    upload document in EHR patient chart.png

  3. Click Choose File and select the Discharge Letter.

    Choose File.png

  4. Enter a name for the document, and select Upload to Chart located at the top. 

    upload to chart.png

  5. You will then receive a message that your document has been uploaded successfully, click OK.

    Screenshot 2024-07-09 at 3.58.18 PM.png
  6. After the document is uploaded, x out of the New Upload pop up and then click on the document you just uploaded from the Documents section and clink the Patient Viewable checkbox.

    patient viewable.png
  7. Then click Save located at the top. This allows the patient to see the letter in their AMD patient portal.

    Save document.png

  8. Send a message to the patient in AMD letting them know the document should be uploaded to their AMD patient portal.
    1. Refer to this Help Center article if you do not know how to message patients in AMD: Messaging patients in the EHR.

      Screenshot 2024-07-09 at 4.05.31 PM.png



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