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Handouts for Telehealth Clients

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  • Official comment
    Monika

    Hi Linda, 

    You can share a Read-Only PDF document (such as homework/notes) with your client through their Client Portal. Simply upload the PDF you wish to share on that particular client's Overview page in the Uploaded Files section. Once you've uploaded your PDF, simply click Share New under Shared with Client above it.

    When you click Share New​,you'll be prompted with a window that'll allow you to customize an email to the client and attach any documents. Scroll to the bottom of the Available to Share section on the right, and you'll see your uploaded files. Check the file you wish to send (and uncheck any that you don't wish to send), and you're good to go.

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