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Team members: clinician access levels

As your practice grows and you begin adding more clinicians, you will want to ensure that each clinician hired is granted only the appropriate access to the account information that is required for them to do their job. 

With SimplePractice, you have full control over which information other clinicians in your practice can see, and which settings they are able to access.

Note: Adding other Clinicians as team members is available with the Professional Plan for Groups. Click here to see SimplePractice plans and pricing.

What setting menus will look like for:

Clinicians with Full Client List Access, Clinicians with Basic Access (+Billing):

What setting menus will look like for Clinicians with Full Client List Access, Clinicians with Basic Access (+Billing)

 Clinician with Basic Access + Billing cannot see full practice client lists, client charts nor appointment details for other clinicians in the practice. In order to see any client information, the clinician must be granted Client Access.

 

Clinicians with Administrator Access:

What setting menus will look like for Clinicians with Administrator Access

Account Owners:

What setting menus will look like for Account Owners

Note: Account ownership CANNOT be transferred.

We've broken down the unique permissions granted for each feature of SimplePractice, at each Clinician Access Level:


Calendar

Clinician access levels to the Calendar

 


Clients

Clinician access levels to ClientsScreen_Shot_2018-12-13_at_9.33.10_AM.png


Notes

Clinician access levels to NotesScreen_Shot_2018-12-13_at_9.33.28_AM.png


Documents

Clinician access levels to DocumentsScreen_Shot_2018-12-13_at_9.33.41_AM.png


Billing

Clinician access levels to BillingScreen_Shot_2018-12-13_at_9.33.54_AM.png


Payments

Clinician access levels to PaymentsScreen_Shot_2018-12-13_at_9.34.11_AM.png


Insurance

Clinician access levels to InsuranceScreen_Shot_2018-12-13_at_9.34.22_AM.png

Download a full-sized PDF of the complete Clinician Access Levels chart here.

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