To invite a practitioner to collaborate, they first need to be Connected with you. Once they are part of your network:
Dashboard > Client Profile > Sessions > Add Practitioner
An invitation to collaborate will then be emailed to them. After they accept your invitation, they will be prompted to either:
- Add you as collaborator their existing client's profile, in which case they will also have your Notes. This is a good option if both of you already are seeing the same client.
OR
- Copy your client's profile (if they do not yet have one of their own). This is a good option if one of you has referred the client to the other. In this case, your Notes will appear, as will the demographic data you entered (which they can then edit).