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 sales@physitrack.com if your system is not listed).
- Enter the API key for the chosen system and press Save.
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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
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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.
