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Share Member Clinical Data through the Patient Portal
Share Member Clinical Data through the Patient Portal

Patient Portal, Clinical

Janelle Watson avatar
Written by Janelle Watson
Updated over 4 months ago

Ensure your members have access to the patient portal. This article outlines how to obtain your patient portal link and share it with your members.

Sharing patient clinical data through the portal

Now you can share individual interactions in the patient portal. This gives you ultimate control over what information you choose to share with your members.

  1. Open the patient's chart and locate the relevant clinical data you want to share within “Interactions” (e.g., After Visit Summary).

  2. Click on the toggle switch next to “Member Access” until you see a checkmark for any items you want to share with the member in the patient portal.

View your Member’s experience of accessing the patient portal and accessing their clinical data:

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