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Send Documents or URLs from Patient Portal to EHR

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Information

 
Application Version
Environment
Instructions

Patients use the Amend My Record feature in the NextGen® Office Patient Portal to share health information-related documents and URLs with their providers. Providers manage amendment requests in EHR from within the patient's chart in the Amendments section of Administrative.

Patients Send Amendment Requests from the Patient Portal

Patients can send documents, such as lab reports, to their providers as amendment requests from the Patient Portal.
  1. Click Review Medical Record.
  2. Click Amend My Record.
amend my record
 

The New Message page opens.

Note: Patients can send amendment requests directly from a new message. Click Message a Provider and then click New Message.

new message
 
  1. Select the message recipient and subject.
  2. Type a message.
  3. Click the Amendment Type.
  4. Complete the fields.
  • Document: Upload the document and enter the description.
amendment document
 
  • ​​​​​URL: Enter the URL and the description
amendment URL
 
  1. Click Send Message.

Providers Manage Amendment Requests in EHR

Providers can open and take action on amendment requests from within the patient charts in EHR.
  1. In the patient chart, click the Administrative tab.
  2. Scroll to the Amendments section.
  3. Click Amendment to My Chart.
amendments from portal
 

PDFs open in a new tab and image file formats appear on-screen. You must download all other document types.

When you click on the URL included in an amendment request, you are warned that you are opening an external URL. Click Continue.

amendment URL
 

Action Options

To perform actions on an amendment request, select the amendment's row and click one of the buttons.

  • History: View the amendment's history.  
  • Accept: Accept the amendment request.
  • Deny: Deny the amendment request.
  • Edit: Edit the details of the amendment request.
  • Delete: Delete the amendment request.
  • Download: Download the amendment file.
amendment action options
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Keywords"amend my record" "patient amendments" health medical information "amendment request" document URL file
Legacy Article Number000039123
TitleSend Documents or URLs from Patient Portal to EHR
URL NameSend-Documents-or-URLs-from-Patient-Portal-to-EHR

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