Patient Portal Forms

Practices can upload documents for patients to access through their patient portal accounts. In order to have a document appear on the Patient Portal users should use the "Patient Portal Forms" Document Type on the Practice Documents page. This will cause the document to appear on the "Practice Paper Work" tab for all patients when they log in to their Patient Portal accounts. 

Note: "Patient Portal Forms" are available in all Patient Portal accounts, practices should never use the "Patient Portal Forms" Document Type to upload any information containing Protected health information. Also, Patient Portal Forms appear in the Patient Portal as soon as they are uploaded to Practice Documents. They do not need to be signed to appear in the portal.

For more information on communicating with patients through the portal please review the following topics:

Secure Messaging  


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