Clinics on Embodia
If you and another practitioner(s) in your clinic see the same patient or work with a patient in a collaborative fashion, you can easily share that patient with the other practitioners.
Once a patient is added to one practitioner's account (Practitioner A), there are 3 ways to share that patient with another practitioner (Practitioner B) in your Clinic:
- Practitioner B can add the same patient to their Embodia account. Note: for this to work, the patient must be added with the same email address, first name, and last name. Learn how to add patients in our help article, Adding patients.
- Practitioner A can share the patient profile with Practitioner B (refer to the "Sharing a profile with another practitioner" section below for more info)
- If enabled, Practitioner B can search the clinic patients list for the patient, and connect to their account (refer to the "Searching the clinic patient list" section below for more info).
Sharing a profile with another practitioner
Practitioner A can share the patient's profile with Practitioner B by going to the patient profile. Under the Summary tab, they can click on Share with a colleague.
Practitioner A then selects Practitioner B's (Sally Anne in our example) name from the drop-down and clicks Submit.
You will then see that the profile is being shared with Practitioner B (Sally Anne). You can share your patient with as many practitioners in your clinic as you wish.
Searching the clinic patients list
Important: By default, searching the clinic patients list is disabled. The clinic manager can enable it by going to My patients > For clinic, and then clicking on the "Enable full patient list search" link.
Once the full patient list search has been enabled, Practitioner B can go to My patients > For clinic and search for the patient, and go into their profile. From the profile page, they can click on the "Connect to profile" button.
