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Patient Portal Document Assignment Administration

Patient Portal users can complete documents while in the portal, immediately adding these documents to SmartCare for other users, including Staff Users, to view. These documents must be assigned to a patient portal user by a staff user, as the staff must designate the appropriate program these documents will be associated with.

Staff users cannot assign singular documents to a patient portal user; they must assign a document packet. A document packet may include only a single document or multiple documents. These document packets are configured by the System Administrator using the methods below.

Creating a New Document Assignment Packet

  1. Click on the Search icon.
  2. Type in “Document Assignment” in the search bar.
  3. Click to select “Document Assignment (Administration)” from the search results.
  1. This takes you to the Document Assignment list page. Click the New icon.
  1. This takes you to the Document Assignment Details screen. Enter a name for the document packet. This is what staff users will see when assigning this to patient portal users.
  2. Type the name of a document you’d like to add to this packet. This is a search. Click to select the document from the search results.
  1. Select whether the document is required or not.
  2. Click Add to add this document to the packet.
  1. This adds the document to the list section of the screen. Repeat steps 6-8 until all documents have been added to the packet.
  2. Click Save.
  1. To add an alternative document to a document that’s included in the packet, click the edit icon next to the document.
    1. This will bring up the Alternate Document popup. Search for the alternate document.
    2. Click to select the document from the search results.
    3. Click Add.
    1. This will add the alternate document to the documents list section.
    2. Click Save to save your changes.

Modifying a Document Assignment Packet

  1. Click on the Search icon.
  2. Type in “Document Assignment” in the search bar.
  3. Click to select “Document Assignment (Administration)” from the search results.
  1. This takes you to the Document Assignment list page. Click the packet you’d like to modify.
  1. This takes you to the Document Assignment Details screen. Make changes as needed, then click Save.

Updated 8/7/24