Depending on your location, you may occasionally be subject to a peer review. This article outlines how other ClinicSense customers have handled granting a peer reviewer access to their client files:
- Ask for their email address and add them as office staff in your account
- Give them the following permissions
- View client contact information
- View client treatment notes
- View client forms
- View invoices
- Once the review is complete, delete the office staff member.
Note: this is only advice from how other ClinicSense customers have granted peer reviewers access to their client files. We recommend consulting your college/industry association or lawyer when granting people access to your account.