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.
Note: in the near future, you will be able to create separate share groups, to limit sharing to within a specific share group.