If I am a Provider overseeing another Provider's client, how do I access the client's records?Updated 4 months ago

If you are the secondary provider and only need access to the client's records, please follow the guidance below.

1. The primary provider will first need to have access granted to the client's records and financial records to receive any commissions. 
   • This is covered in the following FAQs:
     • How do I invite clients? 
     • How do my new clients provide authorization to share their purchase and health information?
2. As the secondary provider, these steps will be repeated with one difference. The client will ONLY approve records access to you as the secondary provider.