What if I die or become incapacitated?

In a group practice, if you have permissions set up broadly, the other members of your group will be able to take over management of your caseload automatically. If the permissions are narrow, then your group practice will have to present us with the correct documentation and we can change the permissions administratively to allow them access.

If you are in a solo practice, then before something happens you should designate a trusted third party, such as a local estate attorney, to be the keeper of your username and password. Give that attorney directions on what to do with your account in the event of your death or incapacitation. As a simpler option, under configuration we will also record information regarding whom to release your records to under our configuration settings. To access this click on configuration (in the upper right corner) and fill out the field in continuity of records.