Chart Sharing

Does your group practice use a team-treatment model? Are you transferring a client from one therapist to a different one? Does a client see multiple providers, perhaps for different reasons?

Using TherapyAppointment's chart sharing feature makes this process easy!

Note: When a client record is shared, the client is now available for scheduling by all providers with whom the record has been shared.

There are two ways you can share a client in the system:

  • Share just the demographics and non-clinical documents and forms (for that article, click here)
  • Share the demographics, clinical and non-clinical documents and forms, and chart note records & treatment plans

This article documents the second option.

traffic Sharing is a "one way street" for more specific sharing scenarios.

When you enable chart sharing, it's from one specific provider to another (Provider A → to → Provider B). To share a client both ways, you'd perform the action twice. (Provider A → B, then B → A).

Share a Client

Required Role: Owner, Manager, Records Custodian of that Provider, or Provider of client

To share a client and their records, go to:

  • Clients (left menu)
  • Click the client's name
  • Then click Records (top tab)
  • Navigate to the Chart Sharing section


  • Find the provider you wish to share from
    • If the option is collapsed, click to expand the share options first
  • Under, find the provider you wish to share the records with
  • Click the far right blue button


Note: If the top provider is not the one you wish to share from, click on the name of the provider from the list below to reveal their sharing options:


  • Once you click you're presented with an options screen:


  • By default, we don't share private psychotherapy notes but this can be changed here
  • When done, click

Once shared, here's what that section should look like. Note the shared status and a button.


movie Video:

Documented:

  • Therapist John Dorian sharing a client with Ima Therapist (including private notes)
  • Using the right quick menu to switch to chart sharing
  • Expanding another provider Stephen Strange (if you need to share another providers notes)
  • Stop client sharing

Sharing a Client: What Happens?

When you share a client with another provider this way:

visibility   This client is now visible under their clients
contact_page   Access to view/edit the client profile and demographics
          (and all client profile tabs, the Billing tab requires the attach_money role)
menu_book   Access to clinical chart note records (under the Records tab)
description   Access to both clinical and non-clinical documents on file or completed forms (under the Docs & Forms tab)

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