More Team Member Permissions Options Please!
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Need more permissions for clinicians in group practice. Not see their income but see client line charges and copay....

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    Gillian

    Karin, thanks for sharing your feedback. If you'd like, please visit our Ideas board to vote on this idea and subscribe to updates: https://simplepractice.uservoice.com/forums/918553/suggestions/36554002

    Karin, thanks for sharing your feedback. If you'd like, please visit our Ideas board to vote on this idea and subscribe to updates: https://simplepractice.uservoice.com/forums/918553/suggestions/36554002

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    Olivia Foote

    I am also have issues with this... Have there been any updates?

    I am also have issues with this... Have there been any updates?

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    Ruth

    Hi Olivia and Karin - While the status of this post hasn't changed, have you tried assigning the role of Clinician with Basic Access + Billing? This roll grants clinical team members the ability to view all of their clients' copays and payment information, without giving them access to financial reports. If you have additional permissions, or roles you'd like to see added to the platform, please continue to comment on and upvote the idea Gillian linked above. 

    Hi Olivia and Karin - While the status of this post hasn't changed, have you tried assigning the role of Clinician with Basic Access + Billing? This roll grants clinical team members the ability to view all of their clients' copays and payment information, without giving them access to financial reports. If you have additional permissions, or roles you'd like to see added to the platform, please continue to comment on and upvote the idea Gillian linked above. 

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    Karin Kassab

    Hi Ruth! Yes, I am aware of those functions. We have over 10 team members and they all have various permissions. I think the call for group practice is for more advanced permissions like other software. More choices, more customizable, etc... Thank you for your response! 

    Hi Ruth! Yes, I am aware of those functions. We have over 10 team members and they all have various permissions. I think the call for group practice is for more advanced permissions like other software. More choices, more customizable, etc... Thank you for your response! 

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    Olivia Foote

    Hi Ruth, 

    That is how we have assigned our clinicians. The issue we are having is that a business manager is running our clinic which is multidisciplinary. We would like to grant each clinician the ability to create/customize their own templates. However, this is not possible unless granted administrator access, which comes with access to every persons financial report. It just seems we should have more customizable options! I tried to click the link to the "ideas board" but it wouldn't load for me. It looks like it is a few months old- maybe it is no longer in action? Thanks, 

    Olivia

    Hi Ruth, 

    That is how we have assigned our clinicians. The issue we are having is that a business manager is running our clinic which is multidisciplinary. We would like to grant each clinician the ability to create/customize their own templates. However, this is not possible unless granted administrator access, which comes with access to every persons financial report. It just seems we should have more customizable options! I tried to click the link to the "ideas board" but it wouldn't load for me. It looks like it is a few months old- maybe it is no longer in action? Thanks, 

    Olivia

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    Ruth

    Hi Karin and Olivia - Thanks for specifying! We understand that each practice has its own workflow. The best place to continue this conversation is on the Ideas and Suggestions Board so that our Product Team has access to your particular feature requests. 

    Olivia - I checked and found that the link is still valid. If the webpage won't load, I'd recommend Clearing your Browser Cache before clicking on it here: https://simplepractice.uservoice.com/forums/918553/suggestions/36554002

    You can also access the general Ideas and Suggestions Board and search for this idea, here: http://simplepractice.uservoice.com/

    Stay engaged and continue contributing your thoughts using the links above. Keep your eyes peeled for any updates to the relevant statuses on this board. Since there's nothing more I can report here, I'm going to close this thread for additional comments. 

    Hi Karin and Olivia - Thanks for specifying! We understand that each practice has its own workflow. The best place to continue this conversation is on the Ideas and Suggestions Board so that our Product Team has access to your particular feature requests. 

    Olivia - I checked and found that the link is still valid. If the webpage won't load, I'd recommend Clearing your Browser Cache before clicking on it here: https://simplepractice.uservoice.com/forums/918553/suggestions/36554002

    You can also access the general Ideas and Suggestions Board and search for this idea, here: http://simplepractice.uservoice.com/

    Stay engaged and continue contributing your thoughts using the links above. Keep your eyes peeled for any updates to the relevant statuses on this board. Since there's nothing more I can report here, I'm going to close this thread for additional comments.