Sending a Document

User Type this applies to:
Provider

1. Go to Document Center
2. In the Library or Personal tab, find the file*
3. Click the paper airplane icon to the right of the file to send it to a patient
4. Choose the patient from the recipient dropdown
5. Add a Message
6. Send

The patient will receive the message and the form. Within the message, the client will be able to complete the form and return it to the provider.

If the PDFfiller option is on for your organization, you can also upload any normal PDF here by clicking Upload PDF Form and it will become fillable.