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How to Use Multi-Provider Support in DigitalPatientChart

Last updated Jun 28, 2026

Coordinate care across multiple providers

Multi-Provider Support lets your practice manage shared care in one place. It was added at the request of the practices we serve so teams can coordinate visits, review the same patient chart, and keep communication organized.

Clinic staff can use this feature to schedule patients with the right provider, support handoffs between team members, and keep everyone working from current information.

Use unified patient records

Unified Patient Records give authorized providers access to the same patient chart. That means updates, documentation, and care details stay consistent across the practice.

  • Open the patient chart from the schedule or patient list.
  • Review the patient record before assigning or confirming an appointment.
  • Enter updates in the chart so the care team can view the latest information.
  • Check that notes and visit details are complete before the next provider sees the patient.

This helps reduce repeated intake steps and supports smoother transitions between providers.

Schedule patients with the right provider

Multi-Provider Scheduling helps staff coordinate appointments across more than one provider. You can line up visits based on availability, care needs, and follow-up timing.

  • Select the patient and start a new appointment.
  • Choose the provider who will see the patient for that visit.
  • Review open time slots and match the appointment to the provider's schedule.
  • Repeat the process when a patient needs visits with more than one provider.

This is especially helpful when your practice manages evaluations, follow-up care, and ongoing treatment across a team.

Set access by role

Role-Based Access Control allows your practice to decide who can view or work in different parts of the record. Staff can support privacy and workflow needs by assigning the right level of access to each role.

  • Review each user's role in your practice settings.
  • Assign permissions based on job responsibilities.
  • Confirm that providers can access the records and tools they need for patient care.
  • Update access when a staff member's responsibilities change.

Keep permissions specific. It saves time and helps each team member focus on the information that matters to their role.

Support team communication inside the platform

Collaborative Communication Tools make it easier for providers and staff to share updates within the care team. Instead of relying on separate systems, your team can keep coordination connected to daily workflows.

  • Share patient-related updates with the appropriate team members.
  • Use internal communication tools to clarify scheduling or follow-up needs.
  • Document next steps so the care team stays aligned.
  • Review recent communication before patient visits or handoffs.

Short updates go a long way. A clear note before the next appointment can help the day run more smoothly.

Get the most from Multi-Provider Support

Start with a simple routine: schedule clearly, document promptly, and keep access settings current. When everyone follows the same process, coordination becomes easier for both staff and providers.

  • Use shared records as the single source of truth.
  • Confirm provider assignments before finalizing appointments.
  • Review role access regularly.
  • Keep team communication brief, clear, and relevant to care.

If your practice is expanding provider coverage or refining team workflows, Multi-Provider Support gives you a more organized way to manage collaborative care in DigitalPatientChart.

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