Every client has an allocated case manager to their file. By default, a case manager, can only view clients that they are allocated to as case manager. Client Access and Client Sharing enables the sharing of single client files or entire case loads between case managers.  

Manage Client Sharing 

  1. From the Dashboard, click on Setup and select Settings from the drop down menu.

2. Under Access, click on Client Sharing

3. Click Manage next to the name of the practitioner you want to share clients from. In this example we have chosen Alan Pearsons.  

4. Share clients with another practitioner by selecting Yes from the drop down menu next to the practitioner's name and click Save

See this workflow below

Manage Client Access

1. From the Overview section of the relevant client file, click on Client Access

2. Select the Allow button next to the practitioner you want to provide access to the client file and click Update

See this workflow below

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