Collaborator

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Collaborator View

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What is Collaborator Mode?

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Key Access Rules

• Collaborators only see templates that the provider has access to. This keeps the UI clean and provider-specific.
• Collaborators can record with templates they don’t have access to, but:
  • They cannot view the note afterward if it’s from a restricted template.
  • The provider will still have full access to view and edit the note.
• Custom formatting and dot phrases come from the provider’s account if the collaborator starts recording from an appointment.
  • If the scribe is recorded without linking to an appointment, the collaborator’s own preferences are used instead.

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My Scribes in Collaborator Mode

• Collaborators can see all scribes they recorded.
• Each scribe shows the associated provider (if it was tied to a provider’s appointment).
• Collaborators can edit, regenerate, and EHR sync notes as usual.

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Provider Visibility

• Providers can also see notes recorded by collaborators for their appointments.
• Providers can:
  • View, edit, regenerate, and sync the note.
  • See the sync status of the scribe (e.g., if a collaborator synced it).
  • See the appointment marked as Completed.

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Archiving Behavior

• Deleting a scribe from the frontend archives it from both collaborator and provider views.
• Archiving does not delete the scribe permanently but removes it from default views.

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Collaboration Flexibility

• A single provider can have multiple collaborators.
• A single collaborator can be linked to multiple providers.
• This supports shared documentation workflows in busy clinics or hospitalist environments.