Default roles give team members a starting set of permissions. A practice owner can adjust these permissions to match the team's work.
In this guide, we'll cover:
Available default roles
Owner access
NPI requirements
Choosing and customizing a role
Available default roles
Leadership: Owner (Clinical) and Owner (Non-Clinical)
Clinical: Therapist, Psychiatrist, Intern, Supervisor, and Admin (Clinical)
Administrative: Admin (Non-Clinical), Biller, Scheduler, and Front Desk
Understanding Owner access
Core access: Other team members cannot remove the Owner's core permissions.
Team management: Owners can manage the team by default. Other staff need the relevant permission before they can add or remove team members.
Practice administration: Owners can access billing settings, practice reports, and subscription details.
Understanding NPI requirements
A team member needs a verified National Provider Identifier (NPI) if they have a clinical role or can view clinical areas such as Notes or Treatment Plans.
If needed, search the official NPI Registry.
Choosing a role
Clinical role: For someone who provides patient care or writes clinical documentation.
Administrative role: For someone who manages scheduling, payments, or check-in without needing clinical access.
Non-clinical leadership role: For an owner or administrator who manages operations without viewing Protected Health Information (PHI).
Customizing a role
Open Team Permissions to change a default role or create a custom role. You can choose which areas a role can view, create, edit, delete, comment on, or sign.
Tip: Give each person only the access they need for their work.