Sending Documents to a Patient

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Summary:

You can use a Letter with Attachments to send a collection of chart documents to a patient, via mail or the patient portal.  The best letter to use is called "Documents for Patient".

Details:

1. This can be done from within an Encounter, or by creating an Order Group:
   1. Encounter: Click "+" next to "Letters" at the bottom of the Sign-off screen
   2. Order Group: Create an Order Group from the "hamburger" menu in the upper right of the chart.  Click "+" next to "Letters" at the bottom.
2. Search for the letter called "Documents for Patient":
   
   
3. Click in the "To" field and pick the patient as the recipient, and click "Add":
   
   
4.  Click "View or Edit" on the right of the letter, then click the "+" for Attachments:
   
   
5. Pick the attachments you want from the various categories.  
   
   
6.  Edit the letter and Approve in the Actions as usual:
   1. Use Approve - "Notify by Staff" to have it printed and mailed by HIM (and sent to the portal)
   2. Use Approve - "Close and Email Patient" to send only to the portal