Group practices can invite unlimited teammates. Roles keep access appropriate — clinicians see their own caseload, admins handle scheduling and billing.
Send an invite
- 1Go to Settings → Team → Invite member.
- 2Enter their email and choose a role (Owner, Admin, Clinician, or Front Desk).
- 3Optionally assign them to specific clients or locations.
- 4They'll receive an email to set a password and join your practice.
What each role can do
- Owner — full access, including billing and practice settings.
- Admin — scheduling, client management, and billing, but not practice-level settings.
- Clinician — their assigned clients, notes, and calendar only.
- Front Desk — scheduling and check-in, without access to clinical notes.
Frequently asked
Can a clinician see other clinicians' notes?
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No. By default clinicians only see the clients assigned to them. Owners and Admins can grant broader access per person if your practice's policy allows it.
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