How Do I Share Forms/Templates to the Patient Portal?

  • Updated

Issue

I need to share evaluation and consent forms to the portal. How do I do that?

Environment

Kipu EMR, Templates: Evaluations, Templates: Consents, Roles: Super-admin, Roles: Record-admin, Roles: Manage Templates, Role: Allow document share

Resolution

Evaluation and consent forms can be shared to the portal without needing to rebuild them. This ability is particularly useful when a form needs to be shared with a patient in an IOP setting or receiving remote treatment.

You must have the Allow document share role enabled on your profile before you can share files and documents to the Portal. Click here for instructions on enabling this role. 

  1. Click on Templates, then Consent forms or Evaluations.
  2. Click on the pencil icon next to the form you wish to share.
  3. Next, select Available in the Portal section.
  4. Click Update after making your selection.
  5. Return to the patient chart, re-add, and share the form you have made available.
  6. The form will appear in the patient's portal documents.

If you are still having trouble sharing a form to the Patient Portal, Please contact Support for help resolving this issue.

Additional Information

For more information regarding the Patient Portal click here.

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