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Studio and apps

Share a document type with your clinic

Let everyone at your clinic use a document type you made, in VoiceIt and in patient documents.

Updated

At a glance

Who can use this: Everyone
Works in: Web app

A shared document type stays yours: only you change it, and your colleagues always get your latest version.

Before you start

  • The document type must be active and must have written at least one document on a patient. Colleagues only ever get a document type that has proven itself.

Steps

Open your document type

In the sidebar, select Studio. Select your document type in the list: its details open on the side.

Switch on sharing

Under Team, switch on Share with team. Who sees it now says everyone at your clinic.

A document type's panel, with the switch that shares it with your team.

What you've got now

Your colleagues find the document type under Your clinic when they record a VoiceIt or create a document for a patient. In the Studio, they see it under Shared with me and can try it on their own patients.

Stop sharing

Switch Share with team off again. The document type goes back to you alone. Documents your colleagues already wrote with it stay with their patients.

Read next

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