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How to share a document with a patient
Review a chart file's sharing state before making it available in the patient portal.
Find the document
Open the patient's Documents tab and locate the file you intend to share.
Review and change sharing
Use the document's patient-sharing control. Confirm the patient and file before enabling access.
Check the sharing state
Verify that the file is marked as shared. Practice-level patient-upload permissions are managed by clinic administrators or, for an independent practice, its solo provider.