Share Documents with a Contact

This article is for clinicians and medical secretaries who want to share documents with contacts. For information on how to share documents with patients, see here.

Note: To share documents with a contact, you must have a role assigned to you that gives you editing permissions for Contacts, Letters, Patients, Labs, and Invoices. For more information on roles, see here.

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Before you attempt to share a document with a contact, you must first make sure that you have set up sharing for your clinic, and set a level of security that you want shared documents to have. For information on how to do this, see here.

You must also make sure that you have added the contact or external organisation to your clinic from the Contacts page. For more information, see here.

When you have met all the requirements, you can share a document with an external contact or organisation at any time:

1. View the document that you want to share. For example, for an invoice go to the Invoices page, then select the invoice you want to share.

2. Click the share icon in the top right-hand corner.

3. Select Contact in the Share with section.

4. Type the name of the contact into the Select contact box, then select their name from the dropdown menu.

5. Click Share.

An email with a link to the sharing portal is sent to the contact. To access the document, they must open the email, and click View document:

Depending on the level of security set by your practice, the contact may have to go through two-factor authentication using their mobile.

When they have accessed the sharing portal, they will then be able to print and download the document as a PDF.

Note: If the link to the sharing portal is not used within 24 hours, then it will expire. After this period you must resend the link by following the steps above.