How does record sharing work?

Sharing a Record With a Colleague

You can share a record you’re responsible for to collaborate with a colleague or supervisor. Here’s how:

1. Log in to your account and open the record you want to share.
2. Go to the Share tab.
3. Click Add, then select the collaborators you want to share the record with.
4. Choose the type of access you want to grant and click Save.
   
   
   

Types of Access Available

• Read-only: Allows the collaborator to view all information in the record.
• Reading and writing: Allows the collaborator to view the record and add progress notes, documents, and invoices.
• Approval: Allows interns and doctoral candidates to share their records with a supervisor, who can co-sign each progress note. Both signatures will appear at the bottom of the note.
  

1. Only the record owner can print all progress notes and the roadmap. Collaborators can print only the notes they have written.
2. In a shared record, each progress note is signed by its author. Only the person who wrote a note can edit it.

View a Record Shared With You

When a record is shared with you, you’ll receive an email notification. You can then open the record and go to the Share tab to see the access type you’ve been granted.

You can view access levels, but you cannot modify them.

Leave a Record Shared With You

If you’re no longer involved in the follow-up, if the record is archived, or if you no longer want it to appear in your list, you can leave it:

1. Open the record you want to leave.
2. Click the action menu under the record title.
3. Select Leave record.
   

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