Can I send multiple documents to a patient/client at once?

Premium users can send multiple documents to a patient/client at once. Read on to learn more. 

1. Go to the chart's "Entries" section, and click on the "I want to..." drop-down. 

2. Select "Send Form."3. Check the box (es) next to the document (s) you want to send to the patient. 

4. Scroll down to the "Send To" field, where you can select the patient/client and any family member from a pick list. 

4. Click on "Send to portal." 

5. You will see a success banner, and an unofficial entry will be added to the chart for each form sent. 

If you have any questions, please contact us.