Sharing with Patients

When you share a document with a patient, it appears in their patient dashboard under Documents → Shared by my clinic.

How to share

1. Go to Documents
2. Find the document you want to share
3. Click the Share icon next to it
4. The document is instantly available to the patient

Revoking access

To remove a document from a patient's view:

1. Find the document in the Documents list
2. Click Revoke sharing
3. The document immediately disappears from the patient's dashboard

The document still exists in your clinic's records — revoking sharing only hides it from the patient.

What patients see

Patients see:

• Document title
• Date shared
• A download button

They cannot edit or delete shared documents.