---
title: How to share Patient Education Documents with Patients
description: "Patient education module is used to share pre and post treatment instructions with patients. The instructions can be printed and/or shared with patients via their patient portal accounts. # Adding patient education document in EMR There are two ways to…"
url: "https://legendehr.com/docs/how-to-share-a-patient-education-document-with-patients/"
updated: "2025-01-30"
category: LegendEHR / EMR
---

# How to share Patient Education Documents with Patients

Patient education module is used to share pre and post treatment instructions with patients. The instructions can be printed and/or shared with patients via their patient portal accounts.

# Adding patient education document in EMR

There are two ways to add patient education documents in EMR:

## Patient Education in progress note

- Select the **Patient** and navigate to **EMR -> Progress Note**
- Click on the **+ Patient Education accordion** on the right pane

![](https://legendehr.com/wp-content/uploads/2024/10/Window-Legend-EHR-Google-Chrome-108-1-1024x448.png)

 

- The following pop-up appears
- You can select all the patient educations that you want to share with the patient

 

![](https://legendehr.com/wp-content/uploads/2024/11/pt-education-pop-up-1.png)

 

- The selected documents in the **Patient Education** are added in the right pane under **Patient Education**
- **Patient Education** document is also added in **EMR > Documents** > **Patient Education** folder automatically
- Click on the **eye icon**next to a**document**to open the document

 

![](https://legendehr.com/wp-content/uploads/2024/10/Window-Legend-EHR-Google-Chrome-111-1024x451.png)

 

- You can also **download** the document via the**download icon**
- You can also **Print** the document via the**Print icon**

 

![](https://legendehr.com/wp-content/uploads/2024/10/Window-Legend-EHR-Google-Chrome-112-1024x450.png)

 

- Similarly, you can **view,** **download**, or **print** all the documents/URLs of the **Patient Education** in **one file** by clicking on the **eye icon** next to the **Patient Education**

 

![](https://legendehr.com/wp-content/uploads/2024/10/Window-Legend-EHR-Google-Chrome-111-1-1024x451.png)

 

## Patient education in EMR > Documents

To share pre-treatment instructions with patients before their appointments, you can add and share patient education documents from **EMR > Documents**

- Go to **EMR > Documents** for the selected patient
- Click on the button **Add Education**
- From the pop-up, select the patient education you want to add
- The document will be added to **Documents > All Documents** folder, as well as the folder the **Documents > Patient Education** folder
- You can **View, Print, Download** the document
- You can also **Edit** the document name according to your requirements.![](https://legendehr.com/wp-content/uploads/2024/11/patient-education-add-1024x351.png)

 

# Sharing patient education document with patients

The patient education documents are shared with patients through their **patient portal account**. The documents appear under the **Documents** tab in the patient portal.

- To share the document with the patient, check the Allow Portal checkbox
- The document is shared with patient in the patient portal **Documents tab**

 

![](https://legendehr.com/wp-content/uploads/2024/11/patient-allow-portal-e1733391393632-1024x270.png)

 

- **Patient Education** document in**Documents**tab on the **Patient Portal**

 

![](https://legendehr.com/wp-content/uploads/2024/10/Window-Legend-EHR-Patient-Portal-Google-Chrome-39-1024x349.png)

 

- An **Email** is also sent to the **Patient** if their Portal account exists

 

![](https://legendehr.com/wp-content/uploads/2024/10/patient-education-1024x636.png)