Populate Visit Notes to the Patient Portal

Populate Visit Notes to the Patient Portal image
Last updated: April 12, 2024

How do I populate Visit Notes to the Patient Portal? 

To populate visit notes to the patient portal, ensure you are signed in to Ambiki and on the main dashboard:

  1. On the left navigation, click on Patients.
     
 
Clicking on 'Patients' in the left navigation.



 
 
 




2. Select the patient that you would like to populate visit notes to their patient portal by clicking on their name.  
 
Viewing a patient's profile by clicking on their name.



 
 
 





3. Click Actions > Edit at the top right of the patient profile page.

Actions Edit
 


 
 





4. Click on Settings and ensure that the checkbox labeled Show visit note parent-friendly summaries in the Ambiki Patient Portal is checked. Click Save patient when finished to save your settings. 
 
Clicking on settings and opting to show a parent-friendly visit note summary in the patient portal.