Go to Patient Summary -> Notes and select the Note you would like to send:

Click on the Direct Message icon at the bottom of the screen:

Select a recipient:

You will need both an email address and mobile number for the intended recipient, and also text credits.

Enter some message text, choose an expiry time frame and click Send:

When the recipient opens the message, they will be able to view the message and the note in the message portal, and download the note:

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