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Team members: schedulers, billers, and supervisors

We make it simple to give your biller, scheduler, and/or supervisor secure access to the parts of your SimplePractice account that they need. Each type of team member has a unique level of access within your account based on the role they perform. This article outlines the permissions granted to each team member role.

To learn how to add a team member (scheduler, biller, or supervisor) so that they have secure access to your account, read this article: How to add a Scheduler, Biller, or Supervisor to your account.

Note: For security purposes, schedulers, billers, and supervisors do not have access to the mobile app. Only clinicians have this access.

In this Article:

How do supervisors, billers, and schedulers log in?

All team members log into your SimplePractice account from the same place as you: They can reach this page by bookmarking it in their browser, or by going to the SimplePractice homepage and clicking Sign In in the upper right.

Once on the login page, they will enter the username and password they created when setting themselves up as a team member on your account.

Note: If you haven't already, make sure you add your team member (scheduler, biller, or supervisor): How to add a Scheduler, Biller, or Supervisor to your account.

Supervisor permissions

When a supervisor logs into your SimplePractice account, they will have access to certain areas of the account required for supervision including signing and locking notes.

Signing and locking notes in SimplePractice

Once a note is signed by a supervisor, the electronic signature at the bottom of the note will update:

Note signed by a supervisor in SimplePractice

Supervisors have permission to:

  • See the calendar view
  • View the client list and edit clients
  • View, sign, lock, and request edits of notes as a supervisor
  • View and update/attach documents to a note
  • Upload client documents
  • View reminders
  • View/edit service fees in the Calendar flyout
  • View/edit a client's Billing and Insurance tab

Biller permissions

When a biller logs into your account, they will only be able to access the billing features and the client list. They will not have access to your account settings, client notes or any clinical information beyond the client diagnosis.

The biller's navigation list in your SimplePractice account excludes the Calendar section and looks like this:


Billers have permission to:

  • Create and edit billing documents: statements, superbills, CMS 1500 claim forms
  • See the calendar view
  • View client diagnoses
  • Manage client account balances
  • Add insurance payments
  • Submit insurance claims
  • View payment reports
  • Add and modify client contact and demographic information
  • View account activity
  • Access reminders
  • Access Reports

Scheduler permissions


When a scheduler logs into your account, they will only be able to access the scheduling-related features. They will not have access to your account settings or to any clinical information, such as diagnoses, notes, or treatment plans. They also have limited access to the billing features, but they do have the ability to bill and process payments from clients.

The scheduler's navigation list in your SimplePractice account excludes the Billing and Reports sections and looks like this:

Schedulers have permission to:

  • Create clients and edit existing client information
  • Assign clinicians to any client in the practice 
  • Create and edit billing documents: invoice and statements
  • Create and modify appointments in the calendar
  • Modify a clinician's availability* calendar
  • View account activity
  • Access reminders
  • Approve/deny appointment requests once logged into the account. Will not receive email notifications when a client requests an appointment though.

* Note: A clinician with administrator access will have to set up the Client Portal and Online Booking preferences before a scheduler can help manage availability. See this article for details: Getting started with online booking

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