Switching solo to group
AnsweredI’m about to add a few more members to the team. What do I need to do first? How do I share some clients with the treatment team and keep others private?
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Official comment
Hi there, Garrett.
Congratulations on your growing practice! You can easily add an additional team member by going to My Account> Settings > Team Members > +Add Team Member. SimplePractice charges only $29 per additional clinician added to your account.
You can share clients with specific clinicians by going to your client's info page and "grant access" to the clinician(s) you would like:Please remember to Save!
To read more about adding a team member to your account, I'll include some super quick reads below:
How do I add a Team Member to my account?
Team members: clinician access levels
I also understand that you will probably be changing your billing and insurance settings, so I'll give you a link to our Help Center article so you can set up your billing to perfection: How to switch from a solo practice to group practice for insurance billing?Comment actions
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