Watch this demo for group practices, or read below to learn about the different features.
Admin Account
For group practices, you can have admin account(s) that control and have visibility over all other accounts. As the admin, you will have access to the Practice Settings. Here are the different things you're able to do:
1/ Invite Practice Members
Invite practice members by going to your settings. The admin can set up the account for them by clicking on the pen icon next to their name (takes less than a minute).
2/ Set up their different roles
A provider can manage their own profile. Admins can manage all aspects of the practice, including inviting providers, moving clients between providers, and performing tasks on behalf of other providers in the practice.
Your practice can have multiple admins. Just click on the pen icon next to their name, scroll down, and choose their role:
Click Save Changes once you're done.
Note: you will only be able to change the roles to admin if the member has created an email and password account.
3/ Disable Providers:
Disabling this provider means that they will lose access to their account, they will not appear in lists of providers that are associated with this practice, and they will not be searchable by clients.
To disable providers you can click on the eye next to their name:
To reactivate providers click on View Disabled Providers, select the provider, and choose Reactivate Providers.
4/ Set up the Benefits Checker:
You can add all of the different providers to the Benefits Checker and modify their services and fees!
Check out our how to guide on adding providers to the benefits checker here.
5/ Submit claims on their behalf!
The admin can toggle between the different therapists and submit claims on their behalf. Check out how to submit claims here!
Related questions: How does this work for group practices? How to set up my group practice account?