Update:
Bulk send attachments to the portal in an encounter!
We have added the ability to send attachments to a client or contact portal. This allows clinicians or other users to send pdfs or other attachments directly to a client or client contact (parent or guardian) through the Ritten Portal.
Additionally, we have added the ability for clients or their contacts to upload attachments that are automatically added to the client's chart in a new section "Portal" under Attachments
These attachments can be deleted by a user, viewed, edited or downloaded. The user can also change the document type to move an uploaded attachment to the Administrative or Clinical sections of Attachments.
See the full workflow below:
Portal Attachments
Clients and contacts can upload attachments that clinicians can see and clinicians an also send attachments to clients and/or client contacts.
1. Go to client chart
2. Click on Attachments
3. Click on Open Menu
4. Click on Send to Portal
5. Choose who to send this attachment to
The client is automatically selected but can be unselected to only send the attachment to contacts
6. Click on Send
7. Hover over Sent to Portal tooltip to see when you sent the attachment to the portal and to whom
8. Click on Open Menu and Click on Update Document Type to move a document into a more accurate section
9. Click on Homework
10. Click on Portal
This is where document uploaded by the client or their contacts will appear
11. Click on tab list
12. Click on Open Menu
13. Click on Update Document Type to move a portal document into a new category in the client chart
14. Click on Consent
15. Click on Administrative
16. See the uploaded document in the Consents area
