All Collections
Patients
Patient Documents
Share Documents with a Patient
Share Documents with a Patient

Share a letter, prescription, document, lab result, or invoice with a patient

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

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

In this article:

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


Set Up Document Sharing

Before you attempt to share a document with a patient, you must first set up document sharing for your clinic, from the Settings page.

Note: To set up document sharing, you must have a role assigned to you that gives you editing permissions for General settings. For more information on roles, see here.

1. Go to the General settings tab.

2. Scroll down to the Allow secure sharing section, then click the toggle.

3. Select the level of security that you want for sharing documents with contacts:

  • Magic link only, no 2FA: Share documents by sending a contact a link to the Semble sharing portal

  • SMS 2FA for contacts with a mobile phone, magic link for those without: Contacts with a phone number linked to their record will have to use two factor authentication (2FA) to access shared documents. You can still share documents to contacts without a phone number, by sending them a link to the Semble sharing portal

  • SMS 2FA only, disable sharing for contacts without a mobile phone: You can only share documents with contacts who have a phone number linked to their record, and they must use 2FA

Note: Selecting an option that uses SMS 2FA will cost your clinic for every text message sent.

4. Select the level of security that you want for sharing documents with patients:

  • Date of birth 2FA for all patients: Any patient can access their shared documents by entering their date of birth into the Semble sharing portal

  • SMS 2FA for patients with a mobile phone, DOB for those without: Patients who have a mobile number linked to their record must use two factor authentication (2FA) to access their shared documents. Patients without a phone number can still access their shared documents with just their date of birth

  • SMS 2FA only, disable sharing for patients without a mobile phone: Only patients who have a mobile number linked to their record can access shared documents, and they must use 2FA

Note: Selecting an option that uses SMS 2FA will cost your clinic for every text message sent.
โ€‹

6. Click Save.

Users in your clinic can now share documents with patients and contacts.


Share a Document

When you have set up document sharing for your clinic, you can share any document with a patient:

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. Make sure that the patient is selected in the Share with section.

4. (Optional) Add any comments that you want the patient to see with the document.

5. Click Share.

An email is sent to the patient with a link to the sharing portal. For more information on how patients can view, download, and print the shared document, see here.

Did this answer your question?