How to Access and Complete Forms in the Patient Portal

1. User logs in to the Breeze EMR

2. Clicks on Patients

Clicks on Patients

3. Select the profile of the patient

Select the profile of the patient

4. Click on Options

Click on  Options

5. Click on Doc. Request/Sharing

Click on  Doc. Request/Sharing

6. Click on Request new documents

Click on Request new documents

7. Selects the document/ form that needs to be sent

Selects the document/ form that needs to be sent

8. Ensures that the patient portal account is selected

Ensures that the patient portal account is selected

9. Click on Send

Click on Send

10. Patient accesses the patient portal via the link sent to his/ her email address

Patient accesses the patient portal via the link sent to his/ her email address

11. Select the form that needs to fill out and complete

Select the form that needs to fill out and complete

12. Fills out the entire form and clicks on Complete and Submit

Fills out the entire form and clicks on Complete and Submit