The Item Type and Item Category selected should be appropriate to the document that is scanned. In order to share a scanned document to the InteliChart Patient Portal, the Shared To Portal checkbox must be selected and the Privacy Level must be set to Any Staff Member. The expiration date may be left blank or a date can be entered. If the practice has set the number of default days, in the Portal tab of System Preference, once saved the date will populate. When saved, the document is displayed in the Shared to Portal : True group but is still associated to the selected Item type and category.
Attention: For clients that used the former portal, saving documents to the Forms Item type is no longer required to send a document to the InteliChart Patient Portal. |
