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Data Sharing
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Providers have the option of sharing services, clinical data, case notes, custom subforms, appointments, form designer records, and eligibility status records with other providers. Sharing data with other providers who have a need to know specific information about clients they also serve has many advantages:

  • Providers can avoid duplication of records, saving time from having to track down clients’ records at other providers. Providers get a more comprehensive picture of a client’s needs.
  • Clinics can avoid expensive duplicate tests and potentially dangerous medication interactions if clinical data from the other provider is available at the point of service.
  • Clients can get a better continuity of care.

Sharing data can be limited to individual clients, limited to specific data areas such as services or case notes, limited to sharing data with one provider and not receiving data from that same provider, and limited by a requirement for an agreement that can expire.

Data Sharing is enabled in Provider Setup by following the instructions here.

Provider By Provider Sharing establishes which other providers are able to view the shared data. Click here for instructions for Provider By Provider Sharing.

Client by Client Sharing sets sharing to specific clients and supports agreements with expiration dates. Click here for instructions for Client by Client Sharing.

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