How to Send Multiple Forms in RxPortal

How to Send Multiple Forms in RxPortal



After you've invited a client to RxPortal, you can then send them forms to fill out prior to their appointment. Go to the client record, All Forms list, Account Library. Tap select at the top of the list then tap each form you'd like to include in the packet. On the right side at the bottom, tap Share Via RxPortal. You'll then see a confirmation message at the top of the screen that the forms have been shared. 


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