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Add and use patient handouts

Richard Abujasen
Updated

In Settings > Forms > Patient Handouts, you can create and manage your handout library, and share handouts either with all patients or selectively with individual patients as needed

 

Watch this short 4-minute video for an overview of how to add and manage handouts (in OptiMantra, please open Settings > Patient Forms > Handouts to follow along)


 

Managing Patient Handouts

Overview

The Patient Handouts feature allows you to upload and share reusable documents with patients. These handouts are ideal for standardized materials such as weight loss guides, general support plans, or nutrition resources that you want to distribute repeatedly.

  • Handouts can be used in:

    • Reminder E-mails

    • E-mail Templates

    • Custom E-mails

    • Patient Documents

Accessing Patient Handouts

  1. Navigate to Settings
  2. Select Forms
  3. Click on Patient Handouts

Uploading a Handout

  1. Click to choose a file from your device
  2. Upload the selected document

Note: Video files are not supported.

Managing Uploaded Handouts

Once uploaded, each handout will display the following options:

  • Document Title – View or edit the name of the file
  • Preview Link – Open the document for review
  • Edit – Modify the title
  • Delete – Remove the handout
  • Access Type – Control how the handout is shared

Access Types Explained

1. All Patients

  • Makes the handout automatically available to all patients
  • Accessible through the patient portal
  • Does not appear in individual patient document folders

2. Selective

  • Allows you to assign the handout to specific patients
  • Handouts must be manually added to each patient’s record

Assigning Handouts to a Patient (Selective Access)

  1. Go to Patients
  2. Open the desired patient profile
  3. Navigate to the Documents section
  4. Locate the Patient Handouts area at the bottom
  5. Use the dropdown menu to search for available handouts
  6. Select the desired document

Once selected, the handout will appear in the patient’s record.

FAQs

  • Where do I add patient handouts?
    • Add to and manage your patient handout library under Settings > Patient Documents > Patient Handouts
    • You can upload any type of image, PDF, excel, CSV or Word document to your handouts library
    • Assign them to Patients under Actions > Patients Documents or make them available to everyone on the Patient Portal under Access Type > All Patients
  • How do I add handouts to patients that are selectively shared?
    • For Selectively Shared documents, go to the Patient document section under Patients > Actions > Documents
    • Select the documents you want to share with the patient from your handout library
  • Are patients automatically notified when a new handout is uploaded?
    • No, patients are not automatically notified when a new handout is added 

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