How to Use the Record Sharing Function

This guide will assist you in sharing a player's medical records with both internal and external consultants. 

Accessing the Player's Dashboard 

You can access a player's dashboard in two ways: 

• Directly select the athlete's name from your team dashboard 
• Utilize the player's dropdown menu to choose the athlete's name 

 Using the Record Sharing Feature

• On the player's dashboard, find and click the Share tab located on the right side of the screen. 
• Ensure the correct player is chosen in the dropdown menu at the top of the sharing page. 
• Select what to share: 
  • Share all records: Choose this option to share the player’s complete medical history 
  • Share selected forms: Use the dropdown menus under "Illnesses and injuries" to specify particular injuries or conditions to share
  • Upload Only: This option allows the consultant to upload information but not create any new records.

Selecting the Recipient 

For internal users (current CFL ARMS users): 

• Type their name in the user selection field 
• Select their name when it appears in the dropdown 

For external users (those who are not current CFL ARMS users): 

• Click the blue Add External User button 
• Fill in all required fields (marked with a red asterisk*) 
• Click the Add button to include them as an external user 

Setting Access Duration and Finalizing the Share 

• Select the duration for which you want the consultant to have access to the files. 
• Click the blue Share button to complete the process. 
• When sharing an internal record, a pop-up window will confirm that the record has been successfully shared.
• When sharing an external record, a pop-up window will display: 
  • The consultant's name 
  • The username for access 
  • The password for access 

Important: For security reasons, communicate the password to the consultant separately via email or phone call. This information will remain accessible through the Team Menu - Functions - Consultant Authorization Management.

What the Consultant Will Receive

External Consultants

The external consultants will receive an email from ARMS containing: 

• The username for access 
• The athlete's name 
• The start and end times of their access period 
• Instructions on how to access the player's account 
• A URL link to the login page 

To access the profile, the external consultant must: 

• Click the URL in the email 
• Input the username from the email and the password you provided separately 
• Click the Login button 

After logging in, the consultant will see: 

• The athlete's name 
• All injuries they have been granted access to 
• An Open button to view each injury and relevant records

Internal Consultants 

If an internal consultant has been given access to records: 

• While on the player's dashboard, check the top options menu bar  and look for a Consults option with a red circle indicating the number of consults 
• Click on this for a list of players you currently have access to the profile for the athlete.
• Click on the player's name to navigate to the player's dashboard.