Questions answered in this article:
How can I share the smart trees on the client portal?
Can I share only a portion of the smart tree? (Ex: few branches and leaves)
How would the shared smart trees be viewed on the Client portal?
Related articles:
Sharing the smart trees
Choose and select the Client name. Notice the client chart modal will appear.
Click and proceed to the Smart Trees Tab on the client chart modal.
Find the specific Tree to share to the client portal, select the 3 vertical dots button.
Choose and select the Share to Client/Guardian option from the dropdown menu. Sharing can be done at the tree, branch or leaf level. Note: If you share a tree, it will share all branches and leaves within that tree. If you share a branch it will share all the leaves in that branch. If you share a leaf, only the leaf is shared.
Notice the Blue Dot on the 3 vertical dots button. It signifies that the smart tree, including the branches and leaves are shared on the client portal to any client/guardian with sharing permissions. (To view sharing permission for a client/guardian go to the people tab of the client chart modal and select the client/guardian to view).
Unsharing the smart trees
Note: This allows you to share only specific goals within a smart tree if you do not wish the whole smart tree shared.
Repeat step #1 to 3 (see above instructions)
To unshare a tree, branch, or leaf, click and select the 3 vertical dots button, at either the tree, branch or leaf level.
Choose and select the Unshare option from the dropdown menu. Just like sharing, as you unshare it will apply to everything that is within that level. For example if you unshare a tree, it will also unshare all the branches and leaves. If you unshare a particular branch, the rest of the tree will still be shared with the exception of that branch and it's leaves.
Sample of Client view shared to the client portal
Note: Clients can view their goals by selecting the Treatment Tab on the left Client Portal Menu.
