Default roles come with a predefined set of module permissions, and the Practice Owner can customize them as needed. These roles help set the right level of access for both clinical and administrative staff in your practice.
Predefined Default Roles
The system includes the following roles, each with distinct access levels based on their function:
Owner (Clinical)
Owner (Non-Clinical)
Admin (Clinical)
Admin (Non-Clinical)
Therapist
Psychiatrist
Biller
Scheduler
Front Desk
Intern
Supervisor
Role-Based Special Permissions / Features
Owner Role
The Owner role cannot be changed by anyone.
Both Clinical and Non-Clinical Owners can add or remove clinicians from the team.
NPI Requirement
An NPI (National Provider Identifier) is required when a member is identified as a clinician.
Clinicians are defined as members with view access to clinical modules, such as:
Notes
Treatment Plans
Assessments
Records
Tips
Customize roles carefully to ensure the right access is granted to each team member.
Assign NPIs only to clinicians who need access to patient clinical data.