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Home > Data Management > Provider By Provider Sharing
Provider By Provider Sharing
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Provider By Provider Sharing allows users the option to set which providers data is to be shared to. A provider can share its information with another provider without receiving that provider's information. Data sharing options include clinical, services, case notes, custom subform, appointments, form designer, and eligibility.

To set Provider by Provider Sharing follow these instructions:

  1. Log into Central Administration.
  2. Click Administrative Options.
  3. Click Provider Management.
  4. Click Provider By Provider Sharing.

  1. Select a Sharing Provider. (The provider sharing data out to another provider.) 6. Click Manage Selected.

  1. Select a Show To Provider.
  2. Click Change data shared.

  1. Click Edit.

  1. Check each data type to be shared to the Share Data To Provider.
  2. Click Save.

The data types shared are listed in the Show This column for that provider.

In addition to attached documents in to attachments shared in each data types, Providers can add shared documents by clicking Manage Sharing Docs.

Follow these instructions to Manage Shared Docs:

  1. Select a Show To Provider.
  2. Click Manage Sharing Docs.
  3. Click Add Sharing Doc.

  1. Click Upload New Doc.

  1. Click Choose File.
  2. Select the document.
  3. Click Open.
  4. Click Attach Sharing Doc.

View Sharing Doc – allows the user to review the document. Delete – deletes the document.

Once Provider by Provider Sharing settings are complete data for that data type appears in lists for the Show To Provider with the Provider name for the Sharing Provider.

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Attachments

Provider_by_Provider_Sharing.pdf
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