Print and Share Consultations

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:

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.

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.