Sharing a Patient Profile with a Staff Member

This article gives an overview of how to attach a patient to your DocsInk message string

• Choose the individual or group contact that you wish to send patient information to

• Click the '+' Next to the message entry area

• Select 'Patient Information'

• In the Patient Name field - Search and select the Patient Name whose information you wish to send or click 'create new' to create a new patient 

• Type any notes that you wish to include with the Patient Information message

• Select Send

• Once your message has been sent it will look similar to the preview below

• To access the patient profile the recipient will simply need to click the name in blue beside Patient:

  

   

• This will open the patient profile view