How to share uploaded patient documents?

Purpose:

To enable clinicians to securely share patient documents with authorized office staff within HelloNote EMR, facilitating collaborative care while maintaining privacy controls.

Scope:

This article covers:

1. Accessing patient documents
2. Sharing individual documents with office users 
   Excludes:
3. External sharing (outside organization)
4. Bulk document sharing
5. Permission configurations

Procedure:

1. Locate Documents:
   1. Navigate to Patient Tab > Documents
2. Initiate Sharing:
   1. Click Actions on target document
   2. Select Edit
3. Configure Sharing:
   1. Enable Share with Office Users
   2. Click Save

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From the Patient Tab go to Documents 



Click on Actions on the selected document > Edit > Click on Share with Office Users then Click Save