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5.3 Sending Forms to Patients

Any form created by a practitioner or by admin masked as a practitioner, can be shared to a patient through Patient Portal. The email on file for the patient MUST match the email used by the patient to create their Patient Portal.

Step 1: Sending Forms to Patients.

  • Select Forms & Questionnaires.
  • Beside each form on the right hand side under Actions, Select the arrow icon “Send To Patient” 
  • Start typing a the name of the patient and select from the drop down list.
5.3 Practitioner forms send to patient

Step 1: Sending Forms To Patients


                                               This form will now show up in that Patient’s Patient Portal.