Once you've determined that a group account is the right decision for your practice, there are several variables you'll want to take into consideration:
- How do I decide who should be the Account Owner in my practice?
- What access levels will the clinicians in my group practice need?
- How am I planning on paying other clinicians and calculating payroll?
- Can we share clients?
Note: When managing a group practice, you should always be cautious of payroll, claims, subscription permissions, practice name and information, and Stripe settings.
Tip: Ready to set up your group practice in SimplePractice? Follow along with our video series: Getting started as a Group Practice.
How do I decide who should be the Account Owner in my practice?
More times than not, we see an Office Manager as the account owner, but in smaller group practices, it isn't unusual to see the lead clinician as the account owner.
Note: Be sure to consult with your regulatory body and disclose the relevant information in your intake documents as needed.
What access levels will the clinicians in my group practice need?
An account owner will be the only team member with full control over which information other clinicians in your practice can see, and which settings they are able to access.
This guide compares the permissions granted to each Clinician Access Level: Team members and clinician access levels. Additionally, you can find more information on how to adjust client access levels in this article: Client access and changing access levels.
How am I planning on paying other clinicians and calculating payroll?
We've seen a few different ways group accounts calculate their payroll. Here are the three most common ways:
- By the hour, using the Appointment Status Report
- By service codes, using the Appointment Status Report
- Based off of a percentage, using the Payments Received by Clinician Report
Note: The payments that come into the Payments Received by Clinician Report is based on the date the payments were made, not by the appointment date.
Can we share clients?
Sharing clients is never recommended, but if it must be done in a group account, the best practice often is to create separate accounts for the same client so that each clinician has their own record of the client.
In these types of situations, the areas to be most cautious of are:
Note: This guide provides additional information and considerations: Sharing clients.