Permissions control what each person can see and do in your practice. Start with a default role, then adjust it or create a custom role when needed.
In this guide, we'll cover:
Using default and custom roles
Choosing permissions
Choosing whose records a role can access
Updating a role or one person's access
Starting with a default role
Default roles include Owner, Admin, Therapist, Psychiatrist, Supervisor, Intern, Clinician, Biller, and Scheduler.
For details, see the default practice roles guide.
Creating a custom role
Create a custom role when the default roles do not match the work someone needs to do. For example, you might create a role for an intake coordinator or peer support worker.
Choosing permissions
For each area, choose the actions the role can take:
View: Read information.
Create, Edit, or Delete: Add or manage information.
Comment: Join internal comment threads.
Sign: Sign and lock clinical documentation.
Medications, forms, and other areas may offer additional choices for their specific workflows.
Choosing whose records the role can access
Some permissions include a For setting:
Dashboard and Insights: Choose individual data, practice data, or both.
Appointments, Billing, and Messages: Choose the person's own work or all clinicians.
Clinical records: Use View For All Patients only when the role needs access beyond assigned patients.
Updating a role
Open Manage Team Permissions to review role access and edit a custom role.
Review which team members use the role.
Change the permission settings.
Remember that a role change affects everyone assigned to that role.
Changing one person's access
To change access for one team member:
Open My Team.
Find the team member.
Select Edit Access Level.
Assign a different role or choose custom individual access.
