How to give patients access to download their records

Open Patient Portal, choose the patient and click Log a request → From the patient.
Tick the items, confirm the signed release form, and Send. The patient opens the link with their date of birth and a one-time code, and has 14 days to download.
Or, on a referral, use the Patient copy of records card.
Sent records shows when they opened the link and what they downloaded; Withdraw stops a link immediately.