Share by Email lets you send a Scribe note to another provider, office, or patient without putting the note content directly in the email. The recipient receives an email with a secure link and opens the shared report in a browser.
Use Share by Email for workflows such as:
- Sending a referral letter to another office
- Sharing a patient summary with a patient
- Sending a note to another provider for review
- Sharing a note created from Mobile Scribe when the recipient needs to open it on another device
Share by Email
Share by Email is available from the note actions.
Steps:
- Open the visit, or find the visit in the sessions list
- Select the note you want to share
- Click Share by Email
- Review the email details before sending
Fill Out the Email
The Share by Email window includes the recipient details and message content.
- To: Main recipient email address
- CC: Additional recipients, if needed
- Subject: Email subject, pre-filled from the note details
- Body: Message body for the recipient
Send the Report
After the recipient information is entered, send the report from the Share by Email window.
Steps:
- Enter a valid email address in To
- Add any CC recipients if needed
- Review the subject and message
- Click Send Report
After the email is sent, Scribe shows a confirmation.
How the Secure Link Works
The email does not send the note as plain text or as a file attachment. Instead, the recipient receives a secure link to open the shared report.
- The recipient opens the link from the email
- The report opens in a secure browser page
- The report page displays the shared note
- If attachments are included, the recipient downloads them from the secure report page
Attachments
You can include files with the shared report. Recipients access attachments from the secure report page instead of receiving the files directly in the email.
- Attach up to 5 files
- Total attachment size can be up to 10 MB
- Attachments remain available from the shared report page
- If the link is resent, it keeps access to the same documents
Report
The recipient opens the shared report from the email link. The report page preserves note formatting.
The shared report includes:
- The formatted note content
- Office branding, if configured
- Attachments, if included
The recipient can download the report as a PDF from the report page.
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