Chart Sharing

Need to share a client chart with another Provider?

Within 2.0, there is one set of client records that can be shared by more than one therapist.

**NOTE: When the record is shared, the client can also now be scheduled by the therapist the chart notes were shared with.

This option is just a few clicks away.

  • Click My Clients, locate and select the client name
  • Select the Records top tab
  • Navigate to the Chart Sharing section (or jump directly to it by selecting Chart Sharing from the right hand menu)
  • Click Share for the desired therapist(s)

The 'Enable Chart Sharing' screen offers a summary of the chart sharing actions being taken. The option to share Private Notes Also is available here. When ready select to 'Activate Sharing'.

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