I’m a practitioner. How do I share plans with select patients?

Multi-patient plans can be shared with all patients or select patients.

To share with select patients:

1. Go to the Multi-patient plans tab of the Plans page.

2. Find the plan that you’d like to share and click on it.
3. In the plan tab that opens on the right, go to the Modify access tab.
4. Select Specific patients and begin putting in the names of the patients that you’d like to send the plan to.

5. Optional: Click on the Send an email notification to my patients toggle to have an email sent to those patients, informing them of their new plan.
6. Click Save.