Non-clinician administrator role?
Answered
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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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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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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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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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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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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Big problem for our practice. Actively shopping for a new system because there is no acknowledgement of this issue after repeated requests. Each role needs to have specific permissions and tasks, that ideally we can edit (for example, who can add chart notes, who can send documents, who can see financials). It would be great if we could choose these permissions by individuals - both clinicians and support staff.
If this is not possible, I would like my assistant (without having to be designated as a clinician and granted broad access to financials). to be able to at least do the bare basics of office management such as to add chart notes and manage the intake forms for all of the clinicians in our practice.
In general, financial access should be kept to a minimum I am guessing in most group practices.
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Phil, I am in COMPLETE agreement that this is a CRUCIAL missing piece. I have been with SimplePractice for over 5 years and they have consistently gotten better and better. Thank you SimplePractice. We understand that your team works tirelessly to improve things and accommodate all the types of businesses that you have chosen to cater to. That being said, this is a very important issue because it is a violation of the business owner's privacy to not be able to choose what the admin sees while maintaining the access to items we do need them to see. What would it take to get this issue into the next stage? How can we help move it forward. Thank you SimplePractice for the work you do and the product you provide!
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TK and Phil - I couldn't agree with you more!!! SP - PLEASE and THANK YOU in advance...this is an huge and very important issue. As other platforms start becoming more available and cost effective this ability will distinguish SP from Others for the better...Thank you again in advance for this consideration.
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