How to Turn On Share Patients

If your practice has more than one provider, you have the option to turn on the Share Patients permission so that patients can be seen by different providers in the group other than their primary provider.

When Share Patients is enabled, users can view and interact with patients in the practice group whose primary provider is different from the primary provider selected on their staff account settings.

1. Go to Account > Staff Permissions.

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2. Select View next to the provider or staff member to review their permissions.

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3. Scroll down and find the Share Patients permissions. Select Edit Permissions to add this permission to the user.

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4. Check the box for permission and select Save Permissions.

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