How to Send Documents to Another Healthcare Professional

Sending Documents to Another Healthcare Professional

Use the Send to HCP feature to securely share clinical documents with other healthcare professionals — such as referral letters, reports, or test results.

Steps

1. Open the patient's record

2. In the patient sidebar, click Send to HCP (envelope icon)

3. The HCP message composer opens

4. Recipients — enter one or more email addresses for the healthcare professionals

5. Subject — pre-filled as "Shared care information for [Patient Name]" (editable)

6. Message — optionally add context or a covering note

7. Click +Document to attach one or more documents (at least one is required)

8. Review the summary and click Send

What the Recipient Sees

The healthcare professional receives an email with a secure link. They must verify their email address before they can view the documents — this ensures only the intended recipient can access patient data.

Key Differences from Patient Messaging

	Patient Message	HCP Message
Documents	Optional	Required (at least one)
Questionnaires	Supported	Not available
Booking links	Supported	Not available
SMS	Supported	Not available
Recipients	Patient email/phone	HCP email addresses

Tips

• You can send to multiple HCPs at once — each receives their own secure link
• After sending, the success screen shows each recipient's access link (useful if you need to share it another way)
• Documents are shared securely and access is logged