Sharing a Client - Demographics Only

Clients are managed at the group level, and clients can have either multiple providers listed under them, or just one.

Need to share a client's profile and schedule a session with a provider in your group practice, without sharing other provider chart notes?

To do so, please follow the steps for creating an appointment with new provider in the group outlined below.

Required Roles: Owner, Manager, Provider, Record Custodian, Scheduler

In this Article

Option 1: Provider to provider share and unshare

Required Role: Owner, Manager, Provider, Record Custodian

To share a client this way without scheduling an appointment, go to:

  • Clients (left menu)
  • Click on the client's name
  • Click Records (top tab)
  • Scroll to the bottom and find the Chart Sharing section


  • Find the provider you wish to share from (ex: yourself)
    • If just your name is listed, click to expand
  • To the right of the provider you wish to share the client with, click shown here:


  • Click on the next screen to finalize
  • Immediately go back to your name listed under Chart Sharing and click the red button to stop the chart share:

info This will do the following:

  • Add the client into the new therapist's list of clients
    • (Clients exist at the group level, and can be "seen" by multiple providers)
  • This does NOT share chart notes between Therapist A and Therapist B, just the following:
    • Client demographics via the client profile
      (including some therapist specific settings like diagnosis and client status)
    • All non-clinical documents with the other provider(s)
      (under the client's Docs & Forms tab)

Option 2: Schedule

To schedule a client with another therapist, the second quickest way is from the Calendar. This is especially common and helpful when you need to also schedule an appointment

Follow these steps to complete the client share:

  • Click Calendar (left menu)
  • Find the provider you wish to schedule with
  • Click on the date/time on the schedule you wish to schedule their new client
  • On the new popup, to the right of the client name click the filter filter_alt button:


  • Clicking that will remove the filter to search for clients of just that therapist, and allow you to pick from any of the group's clients:


  • Enter the client's name you wish to share with the therapist you have selected
  • From the dropdown, click their name:



  • You'll then notice the alert regarding the new provider at the top:

  • Once verifying all the appointment settings, you can click either or to enter more specific details, like POS code, or repeating options.

movie Video:

info This will do the following:

  • Schedule a new appointment with the new therapist specified
  • Add the client into the new therapist's list of clients
    • (Clients exist at the group level, and can be "seen" by multiple providers)
  • This does NOT share chart notes between Therapist A and Therapist B, just the following:
    • Client demographics via the client profile
      (including some therapist specific settings like diagnosis and client status)
    • All non-clinical documents with the other provider(s)
      (under the client's Docs & Forms tab)

Option 3: Find Availability

To schedule a client with another therapist and grant them access to their profile, go to:

  • Calendar (left menu)
  • Find Availability (far right menu)

At this new screen:

  1. Ensure the Client Name you wish to share is entered in the Client filter on the far right side
  2. Ensure the Therapist Name for the provider you wish to share the client with is entered in the Therapists filter on the far right side

A screenshot detailing where 1 & 2 can be found below:



Then, select the date (right) and time (left) you wish to schedule the appointment for:


Tip: Not seeing any open slots?

  • Your provider should set up availability, discussed here: Calendar Availability Set Up
  • You can always select at the top just below the providers name if needed

  • Once verifying all the appointment settings, you can click either or to enter more specific details, like POS code, or repeating options.

info This will do the following:

  • Schedule a new appointment with the new therapist specified
  • Add the client into the new therapist's list of clients
    • (Clients exist at the group level, and can be "seen" by multiple providers)
  • This does NOT share chart notes between Therapist A and Therapist B, just the following:
    • Client demographics via the client profile
      (including some therapist specific settings like diagnosis and client status)
    • All non-clinical documents with the other provider(s)
      (under the client's Docs & Forms tab)

Option 4: From the Client Profile

To schedule a client with another therapist:

  • Clients (left menu)
  • Click on the client's name
  • Click Appointments (top tab)
  • Then click (far right menu):


  • Pick a date and time, loading a pop up:


  • Once verifying all the appointment settings, you can click either or to enter more specific details, like POS code, or repeating options.

info This will do the following:

  • Schedule a new appointment with the new therapist specified
  • Add the client into the new therapist's list of clients
    • (Clients exist at the group level, and can be "seen" by multiple providers)
  • This does NOT share chart notes between Therapist A and Therapist B, just the following:
    • Client demographics via the client profile
      (including some therapist specific settings like diagnosis and client status)
    • All non-clinical documents with the other provider(s)
      (under the client's Docs & Forms tab)

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