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limiting access to financial information



1 comment

  • Sara

    Hi Patrice,

    In order to provide a clinician access to another clinician's client, they will need to be an assigned clinician to that specific client. Once they become an assigned clinician, they will have full access to all of the client's information including billing information. Currently there is no way to assign a clinician to a client to only view their notes. One option that would allow a clinician to view just a clients notes would be to download the notes for a client and then send that file of notes to the clinician outside of SimplePractice.

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