How do I send notes to my patients ?

Purpose:

To provide clinicians with a step-by-step guide for securely sharing clinical notes with patients through HelloNote EMR, including document preparation, upload, and patient portal sharing functionality.

Scope:

This article covers:

1. Exporting/printing notes for patient sharing
2. Uploading notes to patient documents
3. Sharing documents via the patient portal 
   Excludes:
4. Creating or editing clinical notes
5. Configuring patient portal settings
6. Bulk document sharing
7. Fax or other external sharing methods

Procedure:

Part 1: Prepare Note for Sharing

1. Locate the target note in patient records
2. Click Action > Print Note
3. Save the PDF to your device

Part 2: Upload to Patient Documents

1. Navigate to the patient's Documents section
2. Click Upload > Choose Files
3. Select the saved note PDF
4. (Optional) Rename document and select document type
5. Click Save

Part 3: Share via Patient Portal

1. Confirm patient is enrolled in the portal
2. In Documents, click Action > Share on the note
3. Document will be securely transmitted to patient

-