Note: Uninformed use of data sharing may lead to significant issues including patients becoming unavailable or incorrect inventory levels. If in doubt about whether data sharing is right for your organization after reading this article, do nothing before contacting Support.
Data sharing allows multiple locations within one organization database to draw from the same pool of patients and/or products at multiple locations within the database. This feature primarily exists to address two possible scenarios:
- Two dispensaries that wish to maintain completely unique and separate patient lists.
- Two facilities, such as a medical dispensary and a retail store, operating on the same premises and both pulling from the same pool of non-medicated inventory.
To adjust nodesharing settings for a site, navigate to:
By default, patient information is universally shared within a database. This is how patients have always behaved, and without specific need should remain this way. However, should two organizations wish to have completely separate patient lists, you may do so by expanding the Patients section in each location and clicking Stop Sharing.
Once this is done, click Save Changes at the bottom of the page. Bear in mind that once patients become unshared with another location they will need to add patients before they can perform any sales.
Note: Product data sharing is not available on databases with a master inventory.
Should two legally distinct facilities coexist within the same building, it may be practical for them to share one pool of non-medicated products. To do this, expand the Products section, select the desired location from the dropdown, and click Share with this location.
Please bear in mind that sharing inventory in this way is only practical for multiple facilities sharing the same inventory in the same building. Doing this across geographically separate locations will severely inhibit users' ability to manage inventory. Also, in most situations this should only be done with non-medicated product, as in some cases (such as Colorado retail and medical) medicated inventory is legally required to be kept separate.
3. Changing Ownership
Should an organization decide to partition patient lists, or should a product be created at the wrong location, the record's owner may be changed at any time by a Store Administrator account.
At the bottom of any patient or product record, the system will note what location is Owner. For example, a patient:
Simply select the new owner from the dropdown and click Save. Please note, you can do this to transfer ownership to other locations within your database that you yourself may not have the ability to access, so be sure you are selecting the location you want.