By default, each clinician sees only their own visits. Turn on a shared workspace if your team works on each other’s visits.
- Go to Settings → Organization → General. Only owners and admins can change this.
- Turn on Shared team workspace.
- Select Save changes, then Turn on sharing to confirm.
What changes
- Members can view and edit each other’s visits and documents. Colleagues’ visits show the clinician’s name in the visit list.
- Only the visit’s clinician (who started it, or took it over from a former member) can record audio for it.
- Only the visit’s clinician or an admin can delete it.
- Ask Quillentra conversations stay private to each person.
Patients are shared across the practice whether or not this setting is on.
The change applies to everyone in the practice and is recorded in the audit log.