Patient Portal - User Guide
You can create your own folder using the '+' icon present next to 'Folders'. Provide a 'Folder Name' and 'Folder Description' to create the folder.
You can upload your documents using Upload button present in the 'Documents' section. While uploading, you can select the folder, to save the document to that folder.
You can share your documents to your practice and to others(non practice members) from the following places
Quick “Share” menu is already explained. Let us see the share option from “Documents” section.
You can share your documents from either 'Bulk Action' bar or 'Row Action' bar.
Bulk Action Bar - Contains links to perform group actions like share,delete,move, etc. This can be view by selecting the check box present against each of the row.
Row actions - Contains links for actions that can be performed on that row.
When you select “Single” or “Bulk” share option as shown above, the following dialog will be shown