The Dos and Don’ts of Shared Patient Cases

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Physical, occupational, and speech therapists often work together to provide comprehensive client care. This collaboration is essential for achieving optimal outcomes for patients with complex needs. Shared patient cases, where therapists from different disciplines collaborate on the care of a patient, have become increasingly important in delivering holistic, patient-centered care. So, let’s talk about shared patient cases, and how to leverage the right tools to collaborate effectively to drive optimal outcomes.


What Are Shared Patient Cases?

Shared patient cases involve multiple therapists, such as physical, occupational, and speech therapists, working together to coordinate and deliver comprehensive care to a patient. This collaborative approach ensures that different aspects of a patient’s care are addressed cohesively, taking the patient’s medical history, goals, and individual needs into account. By leveraging the unique expertise of each discipline, shared patient cases contribute to a more integrated and effective treatment plan.

For example, a physical therapist might help a client regain mobility after surgery. An occupational therapist will then assist the same client in using that mobility to perform daily activities.


The Dos and Don’ts of Shared Patient Cases

When engaging in shared patient cases, there are certain best practices and considerations that therapists should keep in mind:


  1. Clear Communication: Effective communication among therapists is crucial in shared patient cases. It is essential to maintain open lines of communication, share relevant information, use clear language, and provide regular updates on the patient’s progress.
  2. Collaborative Goal Setting: Therapists should collaborate to establish comprehensive, patient-centered goals that align with the patient’s overall care plan. This ensures that the treatment interventions are coordinated and focused on achieving the best outcomes for the patient.
  3. Interdisciplinary Coordination: Therapists should coordinate their interventions to avoid duplication of services and ensure that each discipline’s efforts complement the others, providing the patient with a cohesive and comprehensive care plan.
  4. Documentation and Record Keeping: Accurate and thorough documentation is vital in shared patient cases. Each therapist must document their assessments, interventions, and progress notes to maintain a cohesive record of the patient’s care.


  1. Poor Communication: Failure to communicate effectively can lead to fragmented care, conflicting interventions, and compromised patient outcomes. Therapists must maintain regular communication and stay informed about the developments in the patient’s care. Avoid specialty-specific jargon and use simple, clear terms where possible.
  2. Overstepping Boundaries: While collaboration is essential, therapists must respect each discipline’s scope of practice and professional boundaries. It’s important to work together while understanding and appreciating the expertise and contributions of other disciplines.
  3. Inconsistent Documentation: Incomplete or inconsistent documentation hinders the continuity of care and can lead to misunderstandings or gaps in the patient’s treatment. Therapists should ensure that their documentation is accurate, timely, and aligned with the overall care plan.


Fusion’s Patient Cases: Enhancing Interoperability and Collaboration

Fusion offers a comprehensive solution for therapists involved in shared patient cases, facilitating seamless communication and collaboration across different disciplines. Fusion’s Patient Cases feature provides a unified platform for therapists to coordinate and manage shared cases effectively. Here are some key ways in which Fusion’s Patient Cases enhance collaboration among therapists:

  1. Centralized Information Sharing: Fusion’s Patient Cases centralizes all relevant patient information, including assessments, treatment plans, progress notes, and communication logs. This ensures that therapists from different disciplines have access to a comprehensive view of the patient’s care, fostering streamlined communication and collaboration.
  2. Interdisciplinary Communication: The platform enables real-time communication and updates between therapists involved in a shared patient case. Whether it’s sharing assessment findings, discussing treatment strategies, or coordinating care plans, Fusion’s Patient Cases facilitate efficient interdisciplinary communication.
  3. Coordinated Goal Setting: Fusion supports collaborative goal setting by allowing therapists to establish and track patient-centered goals within the shared cases. This ensures that all involved therapists are aligned in their efforts and focused on achieving the best outcomes for the patient.
  4. Integrated Documentation: Fusion’s EMR system ensures consistent and integrated documentation within shared patient cases. Therapists can seamlessly document their interventions, assessments, and progress notes, providing a comprehensive and unified record of the patient’s care.


Shared patient cases help deliver holistic and patient-centric care by leveraging the expertise of multiple therapy disciplines. By adhering to best practices and using an interoperable EMR system like Fusion, therapists can streamline communication, facilitate coordination, and ensure comprehensive care delivery for their shared patient cases. With Fusion’s Patient Cases feature, therapists can embrace a collaborative approach to care and enhance the quality and effectiveness of their patient interventions. Schedule a demo today and experience why 36,000 providers use Fusion.


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