What are the different user role types?

An overview of the role types and what they can do are below. If you would like to change a role of a team member, go to the team tab, click the team member and use the action button in the top right of the screen to change the role.

Superuser

• Access to all information across the platform.
• Can create new client profiles.
• Can view and edit all client profiles and clinical details.
• Can set and edit appointments for all practitioners.
• Responsible for creating and maintaining templates.
• Creates and manages appointment types.
• Sets up financial payment methods.
• Responsible for service notification settings, MFA, system connections (such as Stripe, Xero).
• Creates Custom Data Fields.
• Create and manage Groups.
• Access to Analytics
• Send SMS's
• Manage Teams, adding and changing user permissions and updating user profiles

Here is a superuser menu view:

Administrator

• Can view all client information except clinical information, and information deemed Clinical under an Episode of Care.
• Cannot edit templates or appointment types
• Can create new client profiles, active or waitlist
• Can view and edit all client profiles, with no access to clinical information
• Can set and edit appointments for all practitioners.
• Can create Custom Data Field categories and data fields
• Can view groups.
• Can add and remove clients from groups, and update stages.
• Can facilitate surveys, psychometrics and consent forms for clients.
• Can complete invoicing activities
• Can create and send reports and letters
• Send SMS's

Here is the menu options of an Administrator:

Practitioner

• Can complete all actions on a client profile
  • Create new clients
  • Update stages to an already assigned group
  • Edit profile information
  • Send and view forms and psychometrics
  • Write and read clinical notes
• Manage own appointments and view rooms in calendar
• Create Micro Journal programs and assign clients to them
• View groups assigned to them, and the client profiles within
• Can complete invoicing activities
• Send SMS's
• Create report/letter templates, and utilise service templates
• Manage own profile, including working schedule and Medicare details (Australia)

Here is a Practitioner menu:

Mentor

• Can only view list of appointments created for them by superuser or practitioner
• Can only view client name
• Can complete basic 'case note' for that client and save notes against each appointment

All notes captured by a mentor are saved to the client profile for a practitioner or superuser to view