Hi Jamie,

Since same email address is used for adding the patients, they would have received two separate PHR invitation emails on that email address, one for each patient. Both of them should register using the invitations intended for them(they will have the name mentioned inside the email).

Once they register, both of the patients will be added as members in the same PHR account. When they login they will see both their names listed on the screen. They can choose the required patient name to view respective medical information shared by the practice.

By intake documents, we assume you are referring to the questionnaires configured in ChARM. If so, yes, you can share them the questionnaires and they will receive them in their respective member area in PHR from where they can fill and submit them.

Hope this helps. Feel free to contact us for any further clarification/questions.

Regards,

Samba

ChARM Team