1. Finding the patient

2. Search for the article to send

3. Sending draft consent forms

4. What the patient sees

1. Finding the patient

To send an information article to a patient, first search for and select the patient from the list on the left hand side of the dashboard.

search for demo patient showing patient information

Once you have selected the patient from the list you will see their details in the right-hand pane. Before proceeding, double check that the details match those of the patient you intend to send the article to.

Note: If the patient details are incorrect or outdated, please refer to our guide on updating incorrect patient details before proceeding as this information is used to verify the patients' identity when accessing the article.

2. Search for the article to send

Using the "Which procedure would you like to send to..." field, search for the procedure which you'd like the patient to receive information about. You can type in the name of a medical procedure, or the EIDO document code.

For example: "hernia" will bring up all available procedures for hernias. Or an EIDO document code such as GS11 will bring up the 'Open Inguinal Hernia Repair (female)' for hernia showing resultsIf you would like to send the consent form along with the article, toggle the switch to include the draft consent form.

You can select multiple procedures, but you will need to send each through to the patient individually.

To do this, after the first article has been sent click the "Send Information Article" button, then search for each procedure in turn sending the article for each using the process above.

Note: It is possible to send articles through to patients and then follow up with a draft consent form at a later time. Use the process which works best for your workflow.

To send a draft consent form to a patient, they must have an active information article. Search for and select the patient from the list on the left hand side of the dashboard. Locate the existing procedure for which to send the draft consent form. These are shown as a list of cards in the patient view.

There are two ways to send the consent form. Either click on 'Send Draft Consent Form' on the procedure card, or click on the 'OPTIONS' menu on the card then select 'Send Draft Consent Form'.

You can also use this options menu to re-send the link if the patient says they have not received it, or expire the link if the patient no longer requires access to the article.

4. What will the patient see?

The patient will receive an email or SMS with a link to access their article. They click through and will be asked to verify their identity, before continuing to read the article and complete the draft consent form.