Team Members and Group Practices
- Team member roles and access levels
- Adding and managing team members
- Group practice FAQs
- Adding a Supervisor to review and sign notes
- Adding team members or clients using the same email address
- Using your calendar in a group practice
- Sharing your Google Calendar with your team
- Adding supervisor information to billing documents and notes
- Client access and changing access levels
- Sharing clients
- How to bill insurance under your supervisor's credentials
- How to switch from a solo practice to a group practice for insurance billing?
- Calculating payroll for group practices
- Income Received: How the report is calculated