Your practice
Team and roles
Access is by invitation, and each member has one role in the practice. The role is checked on the server for every request, so it can't be changed from the browser.
What each role can do
| Owner | Admin | Provider | Staff | |
|---|---|---|---|---|
| Create requests, add context, generate, edit, lock | Yes | Yes | Yes | Yes |
| Record submissions, outcomes and appeals | Yes | Yes | Yes | Yes |
| Download PDFs and uploaded documents | Yes | Yes | Yes | Yes |
| See the Team page, invite and remove members | Yes | Yes | No | No |
| Invite or remove owners | Yes | No | No | No |
| See the Billing page | Yes | Yes | No | No |
Providers and staff currently have the same access. The difference is only descriptive: providers are your clinicians. Team and Billing don't exist for them: the links aren't shown and the pages answer “Not found”.
Inviting someone
- Open Team and enter their email address and a role.
- They receive an email with a link that works for 14 days. Pending invitations are listed on the Team page.
- Only owners can invite another owner.
The invitee's side is described in Getting started.
Removing a member
Owners and admins can remove members from the Team page. You can't remove yourself, only an owner can remove another owner, and a practice always keeps at least one owner.
Belonging to several practices
One account can belong to more than one practice, with a different role in each. Use the practice menu in the top bar to switch. Data never mixes between practices.