• Choose the individual or group contact that you wish to send patient information to

  • Click the '+' Next to the message entry area

  • Select 'Patient Information'

  • In the Patient Name field - Search and select the Patient Name whose information you wish to send or click 'create new' to create a new patient 

  • Type any notes that you wish to include with the Patient Information message

  • Select Send

  • Once your message has been sent it will look similar to the preview below

  • To access the patient profile the receipient will simply need to click the name in blue beside Patient:

  • This will open the patient profile view

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