Indeed - I use that feature a lot. There's further refinement needed, but
I'm sure they'll get there. For example - labs (HL7) need to be downloaded
as PDF to a folder, and selected from there. There are generic names
assigned to the file, so it's not always clear which eFORM you may have
sent - so I always reference it in the eMAIL message sent. It's easier to
match that message with a recently created eFORM, if there was ever an
audit.
JohnY
On Thu, Apr 30, 2026 at 9:14 AM John Robertson <
joh...@gm...> wrote:
> So Apparently Cortico has already figured this out (if you have Cortico):
>
> You can follow the steps below to send patients public handouts (eDocs)
> that you’ve added under the eDocs section in your EMR.
>
> 1. Open a patient’s e-chart that you would like to send an eDoc to.
> 2. Open the Cortico plug-in in the bottom right corner.
> 3. Click on the + icon near the bottom left.
> 4. Select “Add eDoc.”
> 5. You will see all the eDocs that you’ve added to your EMR. You can
> select from them and attach them to your message to the patient.
> 6. Select the ones you would like to attach to your message and click
> “Upload.”
> 7. Once the eDoc is attached to the message, you can click on the
> filename to preview the attached document before sending it to the patient.
>
> I’ve attached screenshots below for your reference. Let me know if you
> have any questions.
>
>
> On Sun, Apr 26, 2026 at 8:56 PM John Yap <joh...@gm...> wrote:
>
>> Pathways can send referral info - e.g. contact info for specialists - but
>> also a host of pt education info too. Each item can be emailed to the pt,
>> with the qualifier that you have the pt's permission to use eMAIL for this
>> purpose, and that they cannot reply to that eMail; and you have the option
>> (please take it) to copy the details of this interaction to your clipboard
>> for pasting back into the chart. That makes for a great audit trail! You
>> can even bookmark your favourite pt handouts for this purpose.
>>
>> On Sun, Apr 26, 2026 at 7:28 PM Dina Davidson <bir...@gm...>
>> wrote:
>>
>>> I think the portal you are referring to is Pathways, which is (mostly)
>>> referral info.
>>>
>>> But yes--sending handouts via eDocs is great, but I agree not knowing
>>> later which version of a handout was sent, etc. could be problematic.
>>> Better to save a copy of the version sent to the pt.
>>>
>>> d.
>>> --
>>> Dina Davidson RM IBCLC | Port Moody, BC
>>> Clinical Faculty, UBC Midwifery Program, Department of Family Practice
>>> Board of Directors Co-chair, Midwives Association of BC
>>> Registered Midwife/Co-director, Inlet Community Birth Program |
>>> http://inletbirth.ca
>>> Director, Tri-Cities Infant Feeding Clinic | http://infantfeeding.ca
>>>
>>> Pronouns: she/her
>>> I gratefully acknowledge the privilege and pleasure of living,
>>> working, and playing on the traditional territories of the Kwikwetlem,
>>> Tsleil-Waututh, Squamish, Stó:lō, Qayqayt, and Stz'uminus people.
>>> My working day may not be your working day. Please do not feel obliged
>>> to reply to this message outside of your normal working hours.
>>>
>>> On Sat, 25 Apr 2026 at 20:23, Michael Yingbull
>>> <mi...@ma...> wrote:
>>> >
>>> > This seems like a pretty reasonable feature - sending eDoc to pt and
>>> then having a copy of it in the chart to record what was sent.
>>> >
>>> > This could be a touch larger as I understand there is a BC portal with
>>> collections of documents as well? I believe it will email directly but as
>>> discussed, as cool as that is, you don’t have the evidence of what was sent
>>> as clear as one perhaps should.
>>> >
>>> > hmmmmmm…
>>> > ________________________________
>>> > From: John Yap <joh...@gm...>
>>> > Sent: Saturday, April 25, 2026 5:41:37 PM
>>> > To: A list for advanced OSCAR user discussions <
>>> osc...@li...>
>>> > Subject: Re: [OSCAR-advanced-users] Improvement for OSCAR/CARLOS
>>> >
>>> > I do that too. If I do a calculation off a web page, e.g. prostate CA
>>> calculator, I'll print the result to pdf and upload to the chart. It is a
>>> good habit to document (by reference or actual pdf upload) information
>>> shared with patient. The default setting for Cortico communication should
>>> be "paste to progress note". The option should be to turn off this
>>> feature, which I strongly recommend against.
>>> >
>>> > JohnY
>>> >
>>> > On Sat, Apr 25, 2026 at 1:46 PM John Robertson <
>>> joh...@gm...> wrote:
>>> >
>>> > I don't know how many others do this, but I store a lot of helpful
>>> handouts in eDocs which I then often email to patients. If I send a
>>> handout to the patient, I store a copy in their documents so that I know
>>> later what I actually sent. I use Cortico to send the documents from the
>>> patient's chart, and that part works well. If there was a way to easily
>>> store a copy of an eDoc in the patient's chart that would save me having to
>>> copy the eDoc to the desktop and then save it into the patient's chart.
>>> >
>>> > Or - as an alternative - if there was a separate storage place for
>>> patient handouts that worked in this fashion, that would also work well.
>>> JohnR.
>>> >
>>> > --
>>> > Therefore, since we are surrounded by such a great cloud of witnesses,
>>> let us throw off everything that hinders and the sin that so easily
>>> entangles, and let us run with perseverance the race marked out for us. Heb
>>> 12:1
>>> > _______________________________________________
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>>> >
>>> https://lists.sourceforge.net/lists/listinfo/oscarmcmaster-advanced-users
>>> >
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>>> >
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>>>
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>
>
> --
> Therefore, since we are surrounded by such a great cloud of witnesses, let
> us throw off everything that hinders and the sin that so easily entangles,
> and let us run with perseverance the race marked out for us. Heb 12:1
> _______________________________________________
> OSCARmcmaster-advanced-users mailing list
> OSC...@li...
> https://lists.sourceforge.net/lists/listinfo/oscarmcmaster-advanced-users
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