Use one of the following methods to make a patient's health information available:
In Patient Health Exchange, send the patient's health information to their patient portal. Do the following:
In
Family File, click the Health Exchange
button 
.
On the Send to Portal tab, under Document Type Export, select the Patient Summary (PS) option, and then click Send.
Creating an encounter (health assessment, medical encounter, or completed procedure) for the patient to make the information available through the API automatically.
Note: You can also export and send a patient summary by using the Fast Checkout button in Ledger.
