How to Share Encounter Summaries with Patients in DocVilla via Patient Portal

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How to Share Encounter Summaries with Patients in DocVilla via Patient Portal

Step-by-Step Guide

1. Login to DocVilla and Locate the Patient

  • Go to your DocVilla dashboard.

  • Navigate to the “Patients” tab.

  • Use the search bar to find the patient by name or ID.


2. Access the Patient’s Encounter

  • Click on the patient’s name to open their profile.

  • Go to the “Encounters” section.

  • Open the relevant completed encounter.


3. Print and Send Encounter Summary

  • Inside the encounter, click on the “Actions” button at the top-right.

  • Select “Print” > “Print Forms”.

  • Choose the sections you wish to share (e.g., SOAP note, diagnosis, etc.).

  • Click “Send to Patient Portal”.

This will generate a PDF and send it directly to the patient’s portal.

How to Unshare the Document from DocVilla

 

  • Go to Consults Tab
    Search for the patient whose document was shared.

  • Open Encounter → Documents Section
    Inside the Encounter Detail, navigate to the “Documents” tab.

  • Find the Shared Document
    Look for the document you previously sent to the patient portal.

  • Edit Visibility

    • Locate the toggle “Hide from Patient”.
      🔒 This will instantly remove visibility from the patient portal.


4. Patient Views Summary

  • The patient logs into their DocVilla Patient Portal.

  • Navigates to the “Documents” section.

  • Downloads or views the encounter summary PDF.


Notes

  • You can choose to send only specific parts of the consultation.

  • Make sure the encounter is fully completed before sending.

  • No extra steps needed—patients automatically receive access after sending.

 

All the associated links are provided below for the reference:

https://docvillasupport.atlassian.net/wiki/spaces/DS/pages/1324711938

https://docvillasupport.atlassian.net/wiki/spaces/DS/pages/1324777473

https://docvillasupport.atlassian.net/wiki/spaces/DS/pages/1324712068

https://docvillasupport.atlassian.net/wiki/spaces/DS/pages/1324712004

 

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