How do I send a copy of my Patient List?

Step one: Navigate to the ‘My Patients’ page

All of your Patient Lists can be managed on the ‘My Patients’ page. You can navigate to it by using the top navigation bar:

My Patients



Step two: Click on the send icon for your Patient List

The send button is identified below:

Send Button



Step three: Select a user to send a copy to and click ‘Send’

Select another user in your organization to send the copy to.

Send Patient List



Step four: Your list has been sent.

The receiver will receive a notification and they can either accept or refuse the list, as shown below:

Pending Copies

How do I share a Patient List?
Posted in Quick Help.