- Access:
- Participant and patient records at Manage, set by role in Settings → Roles
Watch it
On this screen
Show in their portal
Tick which of their portal logins see this document in their portal, under Documents — the person, or someone invited for them.
- Untick to stop showing it; the link they had stops working. Each time a document is opened in the portal is recorded.
Upload a document
Add a file, categorise it, and set an expiry if it has one.
Send a document
Share a document with somebody outside the organisation.
- Check the recipient before you send. A care document going to the wrong address is a notifiable matter.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
