What is the difference between collaborative spaces and record sharing?

What is the difference between collaborative spaces and record sharing?

Collaborative space:

  1. A secure area that allows members of the same organization to share information, whether related to a record or not.
  2. Enables adding notes, observations, or general information related to a person, group, or other.
  3. It is possible to upload documents that will be visible to all members of the space.
  4. Members can leave the collaborative space or invite other collaborators at any time.
  5. These spaces are not meant to be used for recordkeeping.



Record sharing:

  1. Involves sharing the entire client record. 
  2. It is not possible to hide certain notes during a record sharing.
  3. Only the record owner can manage the types of access shared with other members of the organization.



    • Related Articles

    • How do I create a collaborative space?

      Collaborative spaces make it easy to share information and communicate with your team while ensuring data confidentiality. They allow you to share details related to a client record without granting access to the entire record. How to Create a ...

    • How does record sharing work?

      Sharing a record you created with a colleague: Open the record you own. Go to the Share tab. Click Add and select the collaborators you want to share the record with. Choose the type of access you want to grant and click Save. Types of access ...

    • What’s the difference between a confidential record and a partially confidential record?

      A record is considered partially confidential on our platform if it contains at least one note or document marked as confidential. A record is considered confidential when its entire content is identified as such. How to mark a record as ...

    • How do record transfers work?

      To transfer a record you own to a colleague within your organization: Open the relevant record and access the action menu on the left-hand side. Click on Transfer. Select the sections of the record you want to transfer. Choose the colleague you wish ...

    • What information is included in a record transfer?

      What information is transferred? Depending on your selection, the following will be transferred to the new owner: Progress notes General documents Confidential information Raw data Information from the overview, such as the reason for consultation, ...