Sharing Reports with Patients

Sharing Reports with Patients

I created a report template for therapeutic recommendations when I recommend a product or additional therapy services. For example, I often recommended craniosacral therapy or items that may be considered durable medical equipment to make the recommendations. I would like to be able to send this report the the patient similar to how they receive the clinical summary.

I'm not seeing a way to do this and I'm wondering if it is even possible or if I just have to print out the form or save it as a PDF then import it as a document to the patient's chart and then share it with them in order for them to receive it electronically through the portal.

Any advice?