Transferring Patients to another Provider in a Practice

If you have a client who needs to be seen by another therapist in your group, you can ‘share’ the demographic data and your session notes with another clinician without having to re-enter the patient. 

Depending on the record owner, here are two options:

• The group is the owner of the records or
• The provider owns the records

If the group is the owner of the records this provider produces: 

• Go to Clients (left menu)
• Click on the client from the list, and click Records (top tab)
• Scroll to the Chart Sharing section (last one)
• Choose the therapist’s name who you will be sharing with, expanding the section if not already

• Review the screen and decide if private notes will or will not be shared
  • By default, the private notes are not shared

• You should see this banner at the top of the screen confirming:

If you wish to End Sharing notes with another provider, repeat the process but choose Stop Sharing shown here:

If the Therapist (provider) owns their patient records: 

• Go to Clients (left menu)
• Click on the client from the list, and click Records (top tab)
• Scroll to the Chart Sharing section (last one)
• Choose the therapist’s name who you will be sharing with, expanding the section if not already

• Review the screen and decide if private notes will or will not be shared
  • By default, the private notes are not shared

• You should see this banner at the top of the screen confirming:

If you wish to End Sharing notes with another provider, repeat the process but choose Stop Sharing shown here: