These instructions are to share documents with a practitioner working in the same clinic/ connected to the same clinic as you. This is useful as you can now share documents such as patients previous labworks, scans etc that were previously added by you – to make it much easier for practitioners who are working in the same clinic and seeing the same patients.
- Go to the documents page, you can access documents at any time by clicking the new blue documents icon on the top right-hand corner of the page. Either search for a patient that has a documents you would like to share or just search for the document itself within your own documents. The search fields are in the left-hand side of the page by either entering a patient name in the field “Patient Workspace” or a document name in “Search Term”.
- Once the document is found, click on the row of the document to highlight/select the document (the row will turn orange once selected)
- Once highlighted, you will see a new icon appear at the top right beside the red “Exit” button on the left called “Assign Labels” Click on this
- Once the drop-down opens, go to the column called “Practitioner Share” and search for a practitioner from the drop-down field “Select Practitioner” and click “Apply Labels” This document will now be visible to the practitioner.
Note: You can choose multiple documents at once to share by highlighting/selecting a document row and pressing “CTRL” on your keyboard and selecting multiple files then clicking the “Apply Labels” button on the top.