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emailing to outside providers




  • Kelly Lambert

    Hi There,

    It would be wonderful if at some point in the future an additional menu button is added just for sending encrypted emails to providers and health plans on behalf of clients.  PDF is definitely an option for now.


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  • Michael Welsh, PsyD

    You could cut out a step by "Printing to PDF." It would save paper and a lot of time. I hope that helps.

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  • Michael Welsh, PsyD

    Here are some directions on how to "print to pdf"



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  • Ruth

    Hi Kelly - Feel free to bring this up in our Ideas and Suggestions Board for further consideration: Looking forward to hearing from you! 

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  • Gillian

    Hi Betsy, it sounds like the way you're doing it is the best way to do so currently. You could also create Client charts for  the physicians that you work with, then send them documentation through the Client Portal.

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