Send My Patient Summary to Another Physician/Clinic or Contact

This instructional documentation will describe the steps to share your medical summary with another physician or family member via a secure conversation.

1.  Access Your Summary

1.  Access Your Summary

Click Summary in the My Apps column on the left.

2.  Share Your Medical Record

2.  Share Your Medical Record

Click the blue button which reads Download My Data, and choose Share.

3. Complete the Conversation Information

3. Complete the Conversation Information

Complete the conversation information, including:

  1. To: The physician, family member, or contact that you wish to share the information with.
  2. Topic: The topic of the conversation.
  3. Message: Your message to the contact.
  4. Attachments: In this case, your Medical Summary will be attached.

Click Send.

*Note: In order to send a secure message to another physician/clinic or contact, you must be connected to the user that you wish to send the information to.  For instructions on creating a new connected contact, please see: Add a Contact to my Account.