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Non-clinician administrator role?

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18 comments

  • Nichole Moorman

    I agree. It would be very helpful if a non clinician could create documents and also have access to client documents, for example to confirm "Informed Consent" is signed or to view client's uploaded insurance card. 

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  • Sharon C. Windfrey

    That would be extremely helpful as my practice is growing. I don't have time to make sure that all of the needed documents have been uploaded. My administrative support person cannot see the insurance or photo ID.

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  • TK Nelson

    This would be terrific! 

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  • Ruth

    Hi Everyone, thank you for your feedback! We know that many group practices rely on their administrative staff to do some of the tasks that only Clinicians with Administrative Access, or Account Owners can perform in SimplePractice. Our Product and Compliance Teams have contemplated how to add this functionality in our system, but it's not currently a feature we're working on. Please add your comments and vote on this feature request, so our team can further consider adding this to our Product Roadmap: https://simplepractice.uservoice.com/forums/918553-simplepractice-feedback/suggestions/36554002-allow-more-flexibility-for-permissions-on-clinicia 

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  • Meegan A. Tiffany

    I created this topic to be voted on several weeks ago if you guys would like to "vote" for it. It would be so helpful as I think there are a lot of issues for group practices I am coming across with SP. 

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  • David Massey

    I voted, and completely agree.  I'm the biller for our practice and there are many things I need that require a Clinician with Admin Access to access (like looking at client intake forms).  Our work around is I have access to my Clinician's login information so I have to switch between her and my accounts when necessary.  Not an ideal solution.  

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  • Margaret Turk

    I would like to vote for this as well.

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  • Michelle Inauen

    I need this for my non-clinician office manager. I would also like to have a trace of all communication to the client regarding insurance, payments, fellow providers. etc,

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  • Lindsay Nunez

    That'll be a great feature to add a non-clinician administrator role! This'll be very helpful, I agree.

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  • Dan Murray

    Completely agree that non-clinician staff need to be able to have access to notes and forms...how else to capture admin minutiae that non-clinician admin staff need to document daily?  Please please fix this for non-clinician staff quickly.  In the meantime, non-clinician staff are using Adobe to create fillable forms (clinicians don't have time to do this) and load them to Google drive which admin staff can access, fill out, and then load to a client file.  Not the best for sure but works.  Thanks!

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  • Erin Skinner

    Agreed, I can't believe this isn't a possible role!  I am beyond frustrated with SP and regretting my switch.  This is such a basic functionality that is needed!

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  • Kelly Bianucci

    This is awful. I am a brand new user and the fact that SP advertises free administrative users justified the switch. Now as I'm setting this up I'm realizing that this isn't true and our admins need clinical roles within SP to support our team with client documentation. Additionally, our scheduler takes notes upon intake that are supposed to be saved as a chart note, so even the Scheduler role doesn't work fully. I have to imagine that's the case for most practices??

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  • David Massey

    You're correct Kelly.  See my note above for our work around.  SP has been promising changes for well over a year, but nothing yet.

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  • Kelly Bianucci

    Thanks @David - so if I create a central "admin" login that is a Clinician with Administrator Access and make that login the primary clinician for all ~600 clients, then our admin team can handle all of our clients' documentation as they are supposed to do in their roles?

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  • Michelle Inauen

    You can do that and it pays for one more clinician, then all the admins have the same login. It is cheaper but still not free. We need more access for the admins to help us with our workload. I would like it to be free and separate logins. This way we can track mistakes etc. 

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  • TK Nelson

    I agree that I'd rather be able to track mistakes. The other issue I have (and I'm curious if anyone else on this board has this same problem) is that I don't want anyone else except me (the practice owner) to be able to see all my financial reports. I don't want admin's to be able to go into SP, see how much the group is bringing in, and think I have loads of money to pay them. They don't understand the expenses that go into this kind of business and that March 2021 IBIS reported that behavioral health profit margin is 4.9%. Just not their business either. tk@middletoncounseling.com if you want the report. 

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  • Michelle Inauen

    I agree, but I do have one person that does accounting and payroll. Not the billing so that one individual needs to see those reports. I understand your concern, I thought about that as well. 

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  • Karin H. Nealon

    I can't believe this is not a feature available.  I need the support with all the intakes and follow up documents.

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