BEFORE YOU START
BUILD YOUR TEAM
GET READY FOR LAUNCH
ADVANCED SCHEDULING WORKFLOWS
EXPLORE SMARTFORM QUESTIONNAIRES
EXPLORE REPORTING TOOLS
EXPLORE INVENTORY MANAGEMENT
RAPID CHARTING WORKFLOWS
ADVANCED DISPENSARY WORKFLOWS
TASK LIST MANAGEMENT
CUSTOMIZE YOUR OUTSMART EXPERIENCE
DOCUMENTS / FAX
SOAP / MEDICAL CHART
In This Article:
In order to prevent accidental sharing of information, all types of patient data require specific and separate sharing instructions. We do not allow the unilateral sharing of all patient data with a single click. This avoids the unintentional sharing of confidential information. For example, just because you share a specific medical chart with another doctor does not mean that you are also sharing all the patient’s lab test results, or all their questionnaires, etc. Each type of patient information requires your approval prior to sharing.
There are 2 kinds of Share Pins: the Practitioner Share PIN, and the Office Share PIN.
A Practitioner’s Share PIN is used to allow connections between practitioners that are not part of the same clinic. There are various ways in which a Practitioner Share PIN can be used, and these are described in detail in the relevant modules in our Knowledgebase.
Another practitioner might ask for your Share PIN in order to create a connection with you through which they might share documents, charts, intake forms, invoices, etc. When you are asked for your Share PIN, ensure that you only give it to a person that you trust.
To find your share pin, click on the User Menu located at the top right of your screen. It is identified by the first and last initials of your name. When you open the user menu, click on the View Share Pin option. This will open up a dialog box where you Share PIN will be displayed.
The Office Share PIN is used when you want to share information with all practitioner or all admin staff in an office. There are various ways in which an Office Share PIN can be used, and these are described in detail in the relevant modules in our Knowledgebase.
To find your Office Share PIN, simply go to the Office Details page, by clicking “Office” in the Main Navigation Menu. On the office details page, you will see your Office Share PIN right at the top of your office details.
In OutSmart EMR, you can share your medical chart with any other practitioner using OutSmart anywhere in the world. Even better, the recipient of the chart does not need to have a paid subscription to receive the chart, and make notes on it. This allows you to keep your charts within the secure OutSmart system while giving you complete sharing flexibility.
In the Chart Sharing Options dialog box, you can specify the scope of the sharing permissions you wish to grant, as well as the individual or office who is to be the recipient of this share.
Sharing with an individual means that you are choosing a specific person with whom you with to share this informaiton. Sharing with an office means that you are sharing information with ALL practitioners at that office.
Patient ConsentIt is important to obtain patient consent before you share confidential medical information with anyone. We recommend that you either have the patient sign a consent form, or include your sharing policy in the original consent to treatment form that your patients are signing when they book their first appointment. This is very important.
When you are done with the above options, click on Share Chart and your chart(s) will be shared with the selected practitioner(s). The recipient of the shared charts will be able to see all charts shared with them in the Charts Shared With You tab at the top of the Smart Charts page.
In OutSmart EMR, you can share documents with any practitioner or patient using OutSmart anywhere in the world. Even better, the recipient of the shared document does not need to have a paid subscription to receive the chart.
Before starting to share documents, it’s important to understand how to navigate the Documents Module. Follow this link to read that article. Once you know the difference between files uploaded to a specific Patient Workspace vs files uploaded to the All Documents section, you are ready to start sharing files.
Sharing a document in OutSmart is a simple process that uses OutSmart Labels. Simply select a document, or drag and select several documents, and then click on the Assign Labels button in the Top Toolbar. The Assign Labels button will not appear in the Top Toolbar until at least one document is selected. When you click on the Assign Labels button, the Label Assignment Window will slide down. This is where you can assign labels and share documents.
The two right columns of the Label Assignment Window are for Sharing Labels. You can apply Patient Share Labels or Practitioner Share Labels by selecting the patient(s) or the practitioner(s) with whom you want to share the selected documents. Documents that are uploaded in the All Documents section can be shared with any practitioner and any patient, while documents uploaded to a specific Patient Workspace and only the share with that specific patient, or any practitioner. This helps to prevent the accidental sharing of private patient information with the incorrect patient.
After you have selected and checked off who you want to share the document with, click on the Apply Labels button at the bottom of the Label Assignment Window. This will immediately share the documents. Practitioners who are the recipient of a shared document will see that document show up in their documents list, while patients will see the document in their Patient Portal account.
The following video shows you how you can share Documents with Patients and Practitioners.
When creating a SmartForm, you have the option to share your form with other practitioners at your clinic. This is done through the ‘Allow Other Practitioners To Have Access To This Form’ option in the form builder. More information on sharing SmartForms can be found in this article.
‘Allow Other Practitioners To Have Access To This Form’ option in the form builder.
Allow Other Practitioners To Have Access To This Form: This option allows other practitioners to use this form for their patients as well. You are essentially sharing this form with them, but you remain the author of the form, which means that only you can edit the form. All others can do is simply administer it to their patients. There are some additional options if you choose to share this form: