Last modified: July 19, 2024
I’m a practitioner. How do I share plans with select patients?
Multi-patient plans can be shared with all patients or select patients.
Note:
Clerk accounts cannot create or edit multi-patient plans.
To share with select patients:
- Go to the Multi-patient tab under the Plans page.
- Find the plan that you’d like to share and click on it.
- In the plan tab that opens on the right, go to the Modify access tab.
- Select Specific patients and begin putting in the names of the patients that you’d like to send the plan to.
- Once you’ve added all patients to the list, click Save.