Course 7: Documents

Recommended Learner(s):  Portal Administrators,   Non-Clinical Staff,   Clinical Staff / Providers

 Estimated Course Duration: 15 minutes 

  Course Contents: 2 Lessons, 1 Knowledge Check

  Course Description: Learn the requirements and workflows for sending Documents, both originating from OP and previously saved in Document Management in OP, to the Patient Portal.


 Lesson 1: Review Document Request Setup and Set the Document Default Expiration Date
Est. Duration: 3 mins - Recaps setup for Document Requests and instructs on how to set the Document Default Expiration Date.
 Lesson 2: Share Documents to the Patient Portal
Est. Duration: 9 mins - Instructs on the requirements and workflows for sharing Documents to the Patient Portal.
Knowledge Check | Course 7: Documents
5 question Knowledge Check to test what you've learned in Course 7!