Each role in team management is tailored to specific access and limitations, with the exception of the Administrator Role and Provider + Administrator role:
- Provider + Administrator:
This role has access to all functions on the platform for themselves and team members.
- Administrator:
This role has access to all functions on the platform for team members. As they do not see clients, their dashboard only contains the team and personal notes, however they have full access to Provider accounts.
- Administrative Staff:
This role can manage all appointment management, billing management and any non-clinical functions for providers in the practice. They do not have access to provider notes, role management, business information or subscription information.
- Provider:
With access limited to their own account and functions, this role doesn’t extend to accessing other team members’ accounts.