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Share a patient with another branch

Give another branch access to a patient's record, with an optional end date.

A patient belongs to the branch that registered them. When they need care at another branch, share their record.

  1. Open Patients and select the patient.
  2. Choose to share the patient and pick the branch.
  3. Set an end date if access should stop on its own, or leave it open.
  4. Save. The other branch can now see the patient’s history and book them.
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