Step 1: Navigate to the Client Card
Start by logging in to your Pabau account and use the search bar at the top of the screen to find the client whose prescription you wish to share.
Step 2: Access Prescriptions
Within the client card, navigate to the Chart tab, then select Prescriptions. Here, you’ll see a list of prescriptions for the client and can choose which one you want to share.
Step 3: Locate the Prescription You Want to Share
In the Prescriptions section of the client card, find the prescription you wish to share.
Click the three dots next to the prescription to view available actions, then select Secure Share to begin sending it securely through the Client Portal.
Step 4: Share the Prescription Securely
After clicking Secure Share, a panel will open on the right-hand side of the screen. From here, you can review, customize, and send prescriptions securely to the client.
Shared Prescriptions
At the top, you’ll see the total number of prescriptions shared with this client.
Click View to open the Share History, showing which prescriptions were shared, when, and by which staff member.
Recipient Details
Use the Share with field to select who will receive the prescription — usually the client, but you can also share with an authorized contact, such as an insurance company.
Prescriptions Selected
This area shows the prescriptions you’ve chosen to share. You can add multiple prescriptions before sending if needed.
Share via SMS
Enable the SMS toggle if you want the client to receive a secure link via text message. Ensure that Secure Share via SMS is enabled in your Client Notifications settings.
Email Delivery
The prescription will be sent via email. Preview the email template or customize it in Client Notifications to match your clinic’s style.
Client Portal Note
Add a personalized note to appear alongside the prescription in the Client Portal. This helps provide context or additional instructions for the client.
Password Protection
The Password protect option is enabled by default to keep your documents secure. When enabled, an access PIN is automatically included in the email sent to the recipient. Every time the client refreshes their page, they will need to enter the secure access code.
Finalize & Send
After reviewing all details, click ''Share Securely via Email'' to send the prescription. Click ''Close'' to cancel — no information will be sent.
Step 5: How the Client Will Access the Prescription
After sharing the prescription, your client will receive an email containing the shared files along with the access PIN.
To open the prescription in the Client Portal, the client must enter this PIN, ensuring that only the intended recipient can view the prescription.
After entering the PIN, the client will be redirected to the Client Portal, where they can securely view and open the prescription.
By following these steps, you can securely share prescriptions with your clients, ensuring they receive the necessary information safely and efficiently.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.