PPS and IO: Patient Portal Forms

This article applies to the Private Practice Suite and Valant IO

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. 

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

Secure Messaging  


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