This article is for clinicians and medical secretaries who want to learn how to print and share patient consultation notes. For information on how to create, edit, or delete consultation notes, see here.
In this article:
Print consultation notes
You can print consultation notes at any time from the Patients page:
1. Select the patient you want to print consultation notes for.
2. Go to the Consultations tab.
3. Click the drop down arrow next to the consultation notes that you want to print.
4. Select Open/Print.
The consultation notes open in a new tab as a PDF.
5. Print the document as you normally would as a PDF.
Set Up Document Sharing
Before you attempt to share a medical notes with a patient, you must first set up the sharing function 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.
6. Click Save.
Users in your clinic can now share documents with patients and contacts.
Share consultation notes
You can share consultation notes with a patient at any time from the Patients page:
1. Select the patient you want to share consultation notes for.
2. Go to the Consultations tab.
3. Click the drop down arrow next to the consultation notes that you want to share.
4. Select Share.
5. Choose which records you want to share, and enter any additional comments that you want to make.
6. Click Share.
A secure email is sent to the patient from your practice. Depending on the level of security that your practice has set, the patient will need to use their date of birth and/or two-factor authentication to access the notes. For information on how to share documents with a patient click here