The provider logo appears next to any visit that has been added by another provider within the system. This visual indicator helps users quickly identify which provider made the entry, promoting clarity and accountability in patient records.
By showing who added each visit, this feature supports better communication, improves collaboration among providers, and ensures more accurate and transparent documentation across teams.
Here is how this works with an example: #
Let’s take two healthcare providers, you being the Chiropractic Clinic and the other provider being the Orthopedics.
When your patient sees another provider (Orthopedics) while you’re treating them (Chiropractor Clinic), this is how it works.
Here are the logos:
Chiropractor Clinic :

Orthopedics :

Here is the gist:
- Patient visits Chiropractor Clinic: Let’s say a patient visits you. You will add the visit details, including diagnosis, treatment, and prescriptions, to the case.
- The patient is referred to Orthopedics: You’ll see a new entry in your patient’s treatment section when Orthopedics is referred to the case.
- Adding visits for Orthopedics: Now, you can add visit details under the patient’s Orthopedic treatment. Your logo will be seen by the Orthopedics next to the visit date, making it clear who added it.
- Work together on the new visit: The good news is, both you and Orthopedics can edit or update the details of this new visit. This ensures everyone has the latest information.
This update makes communication and information sharing between you and other providers much easier, ultimately leading to better patient care.
Below is the Chiropractic Clinic interface: #
1. Go to the case details page of the case and click the “Treatment” tab.
2. Click on Orthopedics from the list of providers.
3. Click the “Add Treatment” button, fill in all the visit details, and click the “Submit” button
4. After you click on submit, you will see the visit in the screenshot below.
Below is the Orthopedics interface: #
Once the treatment is added, Orthopedics will see your Chiropractor Clinic’s logo next to the visit date, as shown below.
Note: Orthopedics has access to edit or delete all the visits listed under their office, even if that visit is added by other providers.