It appears that it is not possible for a non-clinician to develop forms or documents for sharing with clients or have the ability to add chart notes. How are notations made to the chart that are not related to sessions or to clinical matters (i.e. contact log, documenting contact with their insurance company, documenting that records were released) if the Schedule or Biller cannot add Chart Notes? And are most group practice owners doing 100% of the document and form set-up and creation themselves (rather than having admin staff help with those tasks)? It seems like there is a missing "access level" that could be dedicated to a senior administrative employee who is not a clinician but who needs more access than either the Biller or Scheduler. I know that I can pay for an extra clinician, but that seems to negate the suggestion that non-clinicians have free access as part of the Professional subscription. How are other group practice owners dealing with this missing piece? I
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