I have sent a summary of every visit to any patient willing to receive it through the portal. After doing this exclusively for about 6 mos, I find that I write the PLAN as if I am giving instructions directly to the patient. It is a great place to document my expectations regarding use of meds/exercises or f/u appts/labs/xrays. My staff has put many of our hand-outs into the practice documents. I then print those to updox and send it along with the patient summary. I also send the CCD which will include old lab results (though only from the Quest interface). We can send copies of anything through the portal. The patients 100% approve!