6. Sharing clients within PT Direct

1. Client syndication from a patient management system

  • Go to Client syndication
  • Choose the patient management system that you want to syndicate the clients from (please contact sales@physitrack.com if your system is not listed).
  • Enter the API key for the chosen system and press Save.
  • Select the practitioners that should have access to the syndicated clients.

Every 24 hours, new clients will automatically be imported from your patient management system.

2. Peer group client sharing

  • Go to Peer sharing
  • Select the practitioners that should be included in the global share group. All checked practitioners will be able to access the clients and/or content of all the other checked practitioners, and vice-versa.
    Note: in the near future, you will be able to create separate share groups, to limit sharing to within a specific share group.

Next: Viewing practitioner activity

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