You can use Patient Contents to create a text-based document you can show to a patient from within the virtual visit. This could be additional instructions or information that the patient may find valuable. Patient contents are assigned via Patient Tasks (see, Assigning tasks and tags to your Pathway card).


  1. From the main menu, click Settings > Pathways > Patient Contents.

  2. Click Add Patient Action, or to edit an existing patient content click it. The Edit Patient Content window opens.

    💡 Tip: To delete a patient content, click the x.

  3. Type your Title.

  4. Type your Content Body.

  5. Format as required. Use the formatting toolbar to add basic formatting such as bold, italics or a numbered list.

    💡 Tip: To add a hyperlink, type or copy and paste the URL and press enter.

  6. Click Save.

    Updated June 21, 2022

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