Switching solo to group

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Garrett Irby

• August 07, 2018 23:03

I’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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  Melinda

  • August 08, 2018 22:38

  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?

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