For a tutorial on the topic, see Assign Clinicians to Patients (Tutorial).
In order for a Clinician to view or create notes for a patient, they must be assigned permissions for that patient. This can always be done by the Clinical Administrator. It can also be done by any Clinician who already has access to that patient (equivalent to that Clinician sharing their records). Permissions can be added by viewing the "Clinicians" tab on the patient's chart.
To grant permissions: Click PATIENTS > "Clinicians" tab > Select a Clinician from the "Assign a Clinician" dropdown > Click the green "Save Permissions" button. From this same tab, you can click the gray "X" next to a Clinician to remove their access to that patient. Only Clinical Administrators can perform this task.
When an appointment is created for a patient who has not yet been assigned to any Clinician, the Clinician selected for the appointment is automatically given access to the patient, regardless of who created the appointment. It is extremely common for a Scheduler to create appointments for new patients, therefore it is practical for the first scheduled Clinician to automatically have this access.
If a Clinician is scheduled to see a pre-existing patient that they did not already have access to, the Clinician must then be granted access by a Clinical Administrator or another Clinician with access to that patient. This occurs automatically if a Clinical Administrator or a Clinician with access to the patient creates the appointment themselves.