Verify provider details on its official website and consider your own records, systems, responsibilities, and professional advice before changing a workflow.
Begin with an email, not an attachment
Start with a note about your practice and the question you want to understand. Do not attach financial statements, passwords, patient details, account numbers, or account access to your first email.
After an initial conversation, if records are needed, DSO CFO sends a private ShareFile invitation for the agreed information. There is no public upload link.
Prepare only the records requested
Follow the specific instructions in your invitation. For a profit review, monthly profit and loss statements may be requested; confirm the exact records with DSO CFO first.
- Make sure the practice name and reporting period are clear.
- Remove patient details and other unnecessary personal information.
- Share only the statements needed for the agreed discussion.
- Do not include passwords, account access, or unrelated documents.
Check the private invitation
- Confirm you expected the invitation after speaking with DSO CFO.
- Keep it private and follow the instructions in that invitation.
- If anything seems unexpected or unclear, pause and contact [email protected].
- Do not forward the invitation or share the records through another channel.
Ask about handling details before sharing
The public website does not specify record-retention periods, access lists, or the security settings used for a particular invitation. Ask directly about any handling details you need to understand before uploading.