For clinics and hospitals
Give each department shared templates and per-patient access
Larger teams need the same structure in every document and clear control over who sees which patient. Set up roles, single sign-on and templates once, then share each workspace with the team caring for that patient.
Use cases
How clinics and departments use it
- 01
Set up the account
Add colleagues as owners, admins or members and connect SAML single sign-on.
- 02
Agree the templates
Save the department's assessment, referral and handover structures as templates.
- 03
Share each patient
Share a workspace with the colleagues caring for that patient.
- 04
Hand over and discharge
Draft handovers and discharge summaries from the same record and export them.
Product
What each department gets
Run one account and set access patient by patient.
Roles
Give each colleague an owner, admin or member role.
Single sign-on
Sign in with SAML single sign-on, an email link or a password.
Per-patient sharing
Share a workspace or one document as viewer or editor.
Templates
Keep the same sections in every assessment and letter.
Drafting from sources
Draft assessments, letters and summaries from each patient's records.
Export
Download PDF and Word files for the record system you already use.
Security
Keep patient records inside your organization's account
We check every request against the workspace's sharing on the server, so the interface is never the only guard. Add identifiable patient data once your data processing agreement is in place.