As part of a care team, whether you are a doctor, rotating vet, locum, intern, technician, manager, admin, or receptionist, you can be added to the clinic subscription using Teams Mode. 👩💻 Efficiently manage, subscribe and access notes all within your clinic's team!
How To Use Teams Mode:
See each dropdown below for how to use teams mode.
How to record a note under another Team Member (Web App)
How to record a note under another Team Member (Web App)
Record a note under a member of your team.
To do this, navigate the Dashboard page of the Web App. Beside the note title box, and above the purple record button, you will see an option to 'Record As.'
Select the Team member you would like to record a note for from the dropdown menu.
How to Access your Teams Members' Notes (Web App)
How to Access your Teams Members' Notes (Web App)
Search for your Team Members Notes, Add to their recording, or make any edits on their behalf.
Start by navigating to either the Dashboard view or the Expanded Inbox to see filtering options.
Dashboard View:
Note: Dashboard view will include notes in the Available for Review Tab only. To see all notes, click "Expand".
Use the filters to find your note. Search by Date, Team Member, or Template. You can use any combination of these. (ex. Notes made on March 26, 2025 for All Team Members using the Medical Record Template.
Expanded View:
In Expanded view, use the filters to find your note and select the tab you would like to search through. Search by Date, Team Member, or Template. You can use any combination of these. (ex. Notes made on March 26, 2025 for All Team Members using the Medical Record Template.)
Note: When viewing another Team Members notes you can edit the note, submit the note, and add to their recording. You will not be able to transfer the note or delete it. The Team Member who owns this note is the only one who can perform these actions.
How to Transfer notes to another Team Member (Web App)
How to Transfer notes to another Team Member (Web App)
Click here to learn how to transfer notes to another team member.
How to Access your Team Members' Templates (Web App)
How to Access your Team Members' Templates (Web App)
To start a recording using a template created by a team member, click the Note Template dropdown from the Dashboard and select See All Templates.
Choose either a specific team member or All Members to view the available templates. Then, click the template you want to use and begin your recording.
For more information on setting up and managing Teams Mode, please see the Help Docs below:
How to: | Help Doc: |
Create a team and add users. | |
Add or remove users from your team, edit team members' roles and accounts. | |
How to set up, manage billing for your team. |