How to I add a Team Member to my account?

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Adding team members (Clinicians, Billers, Schedulers, and Supervisors) is available with the Professional Plan for Groups. You can add as many Schedulers, Billers, and Supervisors as you would like for free, but Clinicians are added at a monthly rate per person.  Click here to see our SimplePractice plans and pricing.

As an Account Owner, you will have access to add Clinicians with various levels of access, as well as Schedulers, Billers, and Supervisors. If you are a team member other than the Account Owner, contact the Account Owner to add additional team members.

Each Team Member you add will be able to create their own unique login credentials so that they can access the appropriate sections of your SimplePractice account.

While you can add as many Team Members in these roles as you'd like, it's important to note that each individual must use a unique email address when creating his or her login credentials. This means, for example, that your Scheduler and Biller cannot use the same email address. You can, however, assign multiple roles to one team member. This is helpful if your Scheduler and Biller are the same person.

 

How to Add a Team Member:

1) Go to My Account > Settings > Team Members.

2) From the Team Members section, click on Add Team Member.

3) Enter the person's first name, last name, and email address, making sure to use a unique email address for each team member you add.

 

Select which role or roles the Team Member will have.

4) Click Add Team Member.

Note: when adding a Clinician or Supervisor, you will also be able to add their Clinician Information at this point. This is optional, and you can always update this info later. 

6) When adding a Clinician, you'll see a message confirming that you will be charged for this clinician, and letting you know what your new monthly rate will be. Click OK to continue.

7) Your new team member will receive a welcome email with a link to create their own unique username and password for access to your account.

8) Make sure your new Team Member creates their account using the same email address where they received the invitation. This is the same email address you used when adding them as a Team Member. 

Note: If your team member is logging into a computer that someone else also uses to access SimplePractice, make sure that the previous user fully logs out of their account. If your new team member attempts to log into a browser while someone else is already logged into SimplePractice, they won't be able to do so. 

9) Once your new Team Member completes their account by entering a unique username, password, and phone number, they will be logged in and ready to get started with SimplePractice!

 

Team Members will have access to different areas of SimplePractice and different information, depending on their specific role. 

Click here to learn about permissions for the various Clinician Access Levels.

Click here to learn about permissions for Schedulers, Billers, and Supervisors

 

 

 

 

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