- Open Patient Portal and choose the patient.
- Click Log a request, choose From another office, and enter the office's name, email and phone.
- Tick the documents and images to send from the patient's referrals, forms, images and charts.
- Tick Signed records release form received, then Send. The office gets a 14-day link that opens with the patient's date of birth and a one-time code.
- Alternatively, use Send for a secure message to any office, with the files attached.
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