Providers can be added to individual patients, allowing multiple providers to help provide care for a patient. This article will outline how to add or remove providers for a patient's file.
Adding Providers to a Patient's profile
To add providers to a patient's profile, please follow the steps below:
For Therapists, you are able to access the manage providers tab by selecting the patients profile and navigating to Additional Options > Share Patient > Manage Providers:
Manage Providers page Overview
Step 2: Search for the provider you would like to add and select their name using the search bar.
Please note: if your organization does not have Global Sharing enabled, you will not be able to see providers from other clinics within your organization.
Step 3: If you would like to share progress notes with the providers on the profile select yes, if not select no.
Please note: progress notes will share all note types with shared providers.
Step 4: Check off the acknowledgement at the bottom and select confirm to share the patient with providers.
Removing Providers from a Patient's profile
Unfortuantely Therapist users are unable to remove other providers. If you a looking to remove yourself however please see below.
Step 1: Navigate to the "Manage Providers" tab. More instructions on how to do so can be found in the adding provider instructions above.
Step 2: Select Remove Patient at the bottom of the page.
Step 3: Make sure to select "Yes, remove this relationship".
