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
- Click on the Search icon.
- Type in âDocument Assignmentâ in the search bar.
- Click to select âDocument Assignment (Administration)â from the search results.
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- This takes you to the Document Assignment list page. Click the New icon.
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- 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.
- Type the name of a document youâd like to add to this packet. This is a search. Click to select the document from the search results.
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- Select whether the document is required or not.
- Click Add to add this document to the packet.
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- This adds the document to the list section of the screen. Repeat steps 6-8 until all documents have been added to the packet.
- Click Save.
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- To add an alternative document to a document thatâs included in the packet, click the edit icon next to the document.
- This will bring up the Alternate Document popup. Search for the alternate document.
- Click to select the document from the search results.
- Click Add.
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- This will add the alternate document to the documents list section.
- Click Save to save your changes.
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Modifying a Document Assignment Packet
- Click on the Search icon.
- Type in âDocument Assignmentâ in the search bar.
- Click to select âDocument Assignment (Administration)â from the search results.
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- This takes you to the Document Assignment list page. Click the packet youâd like to modify.
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- This takes you to the Document Assignment Details screen. Make changes as needed, then click Save.
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Updated 8/7/24