How to save the timeline report to the patients profile under Documents?

When sharing the timeline report with patients, you can easily save the report to the patient's Documents section in their profile. 

1. From the patient's spot page, select "Timeline".
   
   
   

2. Modify the report you build by Spots and Visit Date and Select "Print Report". 

   
   
   
3. Modify the details by clicking or un-clicking the appropriate boxes. Select "Print".  
   
4. Select "Share".
   
5. Select the box "Also Add to Patient's Documents" at the bottom.
   
6. The recorded report will now appear in the Documents section in the patients profile. 
   
7. To share the report in the patient's Documents section, you can follow these steps:
   

Learn how to navigate to a patient's Documents section by viewing this article.