Skip to main content

Clinician Access levels




  • Official comment

    Hi there, 

    I'd be happy to provide some additional insight here. We currently offer only the four access levels for your clinicians, all which grant different access in SimplePractice. 

    We love feedback and ideas for ways to advance the platform. Can you be able to provide some additional insight as to what your practice's needs are with customizable access? This will help our team have a better understanding of our group practice's needs. 


    Comment actions Permalink
  • Lara Willing

    I'd like to see an access level that my personal assistant could use to look at billing and demographics but not progress notes.


    Comment actions Permalink
  • Michael James

    We could also use the ability to give Intake document creating and editing permissions to clinicians as they are independent contractors utilizing different forms. Is this something Simple Practice is willing to do?


    Comment actions Permalink
  • Alicia Graff

    We are a private practice and struggling with this as well. We want the clinicians to be able to run reports and see specific payout information for their clients, such as insurance payments and what date of service that payment was for. Currently Simple Practice shows them everything with one access and the other access allows them to see nothing. It is very frustrating. If we allow them administrator access they can see what all of the clinicians are bringing in (amount of money they are making) or if we allow the full client list access they can't see the information they need to provide accurate amounts, so it really is all or nothing.

    Comment actions Permalink
  • Derrick Loftus

    Agree with the above, although we are looking for a higher level of access.  Would like to have access to everything aside from clinical notes - progress, treatment plans, ect.  In our practice, my wife is the main counselor and we have two other counselors working for us, and if I could truly take care of all the administration stuff outside of the actual counseling, it would free up her time and allow for a smoother practice.

    Tangentially, all the improvements in the app is great, but in our practice I would probably benefit as much as anyone from using the app, however since I am not a clinician, I can't access the app. It would be super helpful if you would open this up to the rest of us. 

    Comment actions Permalink
  • Karen Luley

    I agree with Michael above.  Clinicians need to be able to create and edit document templates.  Is this in the works?

    Comment actions Permalink
  • Ayelette

    Hi everyone,

    If you'd like a clinician to be able to view and edit document templates, you can grant them Clinician with Administrator Access.

    For more detail on what each clinician and team member access level includes, feel free to check out these Help Center guides:

    If you have other recommendations for team member permission changes, I encourage you to add these ideas to our Ideas and Suggestions board. Posting on this board means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.

    If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.

    Comment actions Permalink
  • Scott Grizzle


    The problem with granting other clinicians Administrator Access so they can view and edit document templates is that they will also see the whole practice financial reports and information that is not for their eyes. Being able to view and edit intake documents and forms is a very basic need for ALL clinicians to have in order to know what they're sending to clients. I've discussed this with other folks on the development side of SP and it really needs to happen soon! It's a very frustrating obstacle in our day to day work flow. 

    Comment actions Permalink
  • Ruth

    Hi Scott, thanks for the input, we're actually collecting customer feedback and considering a feature enhancement that would offer more customizable team member roles. Please add your comments and upvote this feature request on our Ideas and Suggestions Board: . Thanks again! 

    Comment actions Permalink
  • Kristin Morrow

    How can I remove a clinician's access? Change it from clinician to a biller? 

    The button is grayed out and will not allow me to change it as the account and practice owner for some reason. 

    Comment actions Permalink

Please sign in to leave a comment.