Sharing Notes

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Kathrine Parnell

• January 20, 2021 23:58

My practice consists of 10 therapists and one NP.  It is crucial that the NP be able to see what the therapist has put into their note to help the NP with the treatment plan.  Is there any way to do this?

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  Gillian

  • January 21, 2021 21:09

  Hi Kathrine, happy to help. All you need to do is grant both clinicians access to these clients under Edit > Clinicians Granted Access on the client's Overview page. All clinicians with access to that client's chart will be able to review Progress Notes and other documentation for the client on their Overview page. 

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