How to share records

The Share Record feature can be used to send reports/letters via SMS or email. Recipients can open the report in a web browser - no additional software required.

1. From the Clinical Records tab, right-click on the record from the folders on the left-hand side. 
2. Select the Share Record option.
3. In the Share Record screen, choose Report/Letter in the top left.
4. Select whether the link to the study should be sent via Email or SMS in the top right.
5. Select the recipients.
   • Recipients such as the patient, referring doctor/s, or GP can be selected from the Interested Parties.
   • The Quick Search button can be used to select external providers that may not be listed as an Interested Party.
   • A mobile number or email address can be manually entered. These entries should be comma-separated, or listed on a new line. 
6. At the bottom of the screen, review the selected recipients and the selected method for sending the study. 
7. Select the Share  button in the bottom right to send the study.

The nominated recipients will receive a text message or email that contains a link to view the study in a web browser.

Configure SMS and email templates

A default message template is sent to recipients along with the report. Templates can be edited in Admin > Notifications & Messages > Notification Manager.