Sharing Access with Others

Managing Shared Records

Sharing records helps you coordinate care with doctors, caregivers, and family members. You can access the sharing management dashboard at app.getvitalloop.com/shared-access.

[!NOTE] Sharing features are gated by the shareMyRecords entitlement, which is included in the VitalLoop Pro plan.

To manage sharing:

1. Navigate to the Sharing section on your dashboard at app.getvitalloop.com/shared-access.
2. You will see two main tabs:
   • Sharing: View and manage whom you are currently sharing your records with.
   • Shared with Me: Access records that other users have granted you permission to view at app.getvitalloop.com/shared-access/shared-with-me.
3. Under these tabs, you can easily review, approve, or deny incoming access requests.

Active Members & Access Controls

• Access Levels: You can grant either Full Access (viewing all vitals, history, and notes) or Limited Access (restricting access to specific types of data).
• Revoking Access: You can revoke access for any active member immediately. Go to the active members list, select the user, and click "Revoke Access".

Managing Invitations

• Pending & Expired Invites: You can monitor invitations you've sent that are still pending or have expired.
• Controls: You can cancel/revoke the invitation, resend it directly, or click edit & resend to modify the access level or relationship before sending it again.
• Inviting a New Member: Click the "Invite Member" button to open the invite modal. Input the recipient's email address, select their relation (e.g., Family, Caregiver, Primary Doctor, Specialist), choose the access level, and click "Send Invitation".