You can upload handouts that you want to be able to print out and/or share with patients via the Patient Portal by going to My Links from the top menu and selecting Practice Documents. Once the Practice/System Documents window is open, click on the plus icon in the upper right to upload documents from your computer. You will want to make sure to select Handouts as the document category.


To share a handout with a patient that has already been uploaded to your Practice Documents you can assign them manually to a patient's chart by:

  • From the patient's chart, go to Admin --> Practice Documents
  • Right-click on the handout you want to share and select "Copy to Current Patient's Chart"
  • Select the document type and modify any other information, as needed, then click DONE! File Document. The checkbox for "Pt can view on Portal" will be checked by default, so if you do not uncheck this box, saving the document to the patient's chart makes it visible to them on the Labs & Documents tab of their Patient Portal.
  • You can print a paper copy using the print icon at the top of the document view window.


Want a faster way to do it? You can also assign handouts as actions associated with Chart Part templates. When managing a specific Chart Part template you select "Hand Out" from the Add Action dropdown and you can then use the search bar on the right to find the hand-out you want to associate. When you run that Chart Part it will suggest assigning that document as part of the Chart-Part Suggested Actions menu.


What about adding a handout to ALL patient charts? If you want to assign a handout to all patients in your practice you can simply go to My Links > Browse My Documents and upload the file into the tab called "Pt Portal" (or Patient Portal). This tab will have the patient-portal icon on it and anything filed in that tab is automatically available to all your patients via the patient portal. If you're not seeing this tab get in contact so we can enable it for you.


Tips and Tricks:

For information/recommendations that you want to share with a patient that do not necessarily need to be shared in a specific format, you might consider using Alternate Plan Items instead to add these to the Plan of the relevant SOAP note. This has the benefit of sharing your recommendations/protocols along with all other Plan items via the regular encounter summary. 


You can also create Alternate Plan Items that correspond to specific handouts, with text in the Alternate Plan Item description directing the patient to see the handout shared under their Labs and Documents tab for more information. Then you might create a Chart Part to quickly assign both the handout AND the matching Alternate Plan Item.