Tom,
I just realized I did not answer your question.
What I do is print my summary of visit to the Updox workspace by clicking on the Updox printer.
This summary then arrives in the Updox work space.
My nurse will then run her cursor over the summary in the Updox workspace and check the box at the bottom, and then hit send this one page tab. Another screen pops up and she starts typing in the patients last name and it pops up and clicks on name. Then she hits send to portal tab. Up pops another screen and she can add a subject and short message. Also there is a box available to choose a template. If you have any templates you want to design such as diet or exercise etc, these can be attached to your summary by choosing the template, and then she hits the send button.
Once the patient reads the summary +/- template, you will be notified in the Updox workspace.
I can do this as well but find it works best if my nurse does this busy work.
Sounds complex but really takes seconds to do once your nurse gets the routine down.