6. Sharing clients within PT Direct
1. Client upload from a patient management system
- Go to Client upload
- Choose the patient management system that you want to syndicate the clients from (please contact firstname.lastname@example.org 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 Practitioner 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.