Assign documents to patients

You can assign uploaded patient documents to individual patients or groups of patients. When you assign a document to a patient the document appears in the Patient Documents web part when the patient logs on to Sunrise Patient Portal™. The document appears with the document type Assigned to Me. The patient can access the document from the web part for viewing or downloading.


  1. On Assign Documents, click the Assign tab.
  2. Enter search criteria for the patients to whom you want to assign the document.
  3. Click Find.

    The patients meeting your search criteria are displayed.

  4. Select the check box for the patients to whom you want to assign the document.

    If a patient already has the document assigned to them, you cannot select the patient for the document assignment.

  5. Click Assign.


The document is assigned to the selected patients.

Unassign a document from a patient

About this task

If you have assigned a document to a patient in error or no longer need for a patient to read a document that was assigned to them, you can unassign the document from the patient.


  1. On the Assign Documents window, click the Unassign tab. The Unassign tab appears, displaying all the patients to whom the document has been assigned.
  2. Select the check-box for the patient for whom you want to unassign the document.
  3. Click Unassign. The document is unassigned from the selected patient.