Help Topic: Team Share: Manage

With the Team Share function you can email links for one or more reports to your Health Care Team. Every report that you view on your computer screen has an Add to Team Share button. When you press this button, a copy of your report is saved on your Team Share page. You can continue to add reports to your Team Share and then send all of them at the same time.

To start the process of sending one or more reports that you have added, click on the Team Share link on the Report Command Bar. The first page you see is the Team Share: Manage page. This page lists all the Reports that you have added.

If you have reports that are Ready to send, a link will be displayed so you can see exactly what your Health Care Team will see when they view the report.

One line for each report shows the following information.

• From   To. Start and End Dates of the Report.
• Report Created. The date and time that you created this Report.
• Report Type. There are seven types of reports, matching the report names on the Report Command Bar.
• View As. Your Health Care Team can view reports in one of two ways. If they choose Interactive, they will be instructed to download and install the Java Plug-in and will be able to see all pop-up event details, as well as any check boxes or radio buttons (Timeline and Period Reports only). They can also zoom reports for their convenience. If they choose Image, they will not need to install anything but they will see the report exactly as you saved it, with no pop-up details or other options. You can click on one of these links to view an individual report.
• Status. The report can be in one of three states.
  • Ready to send. The Report is ready to be emailed to your Health Care Team.
  • Sent. The Report has been emailed to your Health Care Team but has not yet been opened.
  • Opened. The Report has been opened by your Health Care Team.
• Sent To. If you have sent this report, the email addresses of the Health Care Team members to whom you sent it is displayed.
• Date Last Opened. The most recent date and time that someone from your Health Care Team opened this Report.
• Delete. Check this box if you want to permanently delete this Report from your list.
  Here's a few notes about deleting a Report:
  • Your Health Care Team cannot view Reports that have been deleted.
  • Once you delete a Report, it is permanently deleted and cannot be recovered.
  • Your Report is not deleted until you hit the Delete Selected Reports button at the bottom of the page.

At the bottom of the page, there are two actions you can take.

• Prepare Email. This button takes you to the Team Share: Prepare Email page where you can address and send all reports that are Ready to send. It is only displayed when there are reports listed with status Ready to send.
• Delete Selected Reports. This button deletes all reports for which you checked the Delete checkbox. A report is not deleted until you press this button. The button only displays when there are reports in your Team Share.

Reports are saved for 14 days.

See also: Team Share: Confirmation

Go to Welcome page