Follow step by step how to Invite a team member to Omnipractice
Inviting your team to Omnipractice
In this guide, we'll walk through adding your team to your Omnipractice account.
click Settings.
You'll see the Settings landing page first.
Click on Team members.
You’ll see the team members settings tab. You can manage, change role settings or remove any team member from here.
Click on Invite team member button.
The Add team member flyout will open, fill in the necessary details.
Once done click Next
Chose the role and permissions you wish to assign to the team members
Once done click Send Invite.
Note :
You can learn how to set up Custom roles in the Role Management guide
System Roles
Owner
For team member who own the practice Cannot be removed by any team member
Clinical Roles
Therapist
For team members who see clients Can bill, schedule, and add documentation for their clients.
Supervisor
For team members who supervise other members
Can bill, schedule, add and sign documentation for their supervisee clients.
Admin roles
Scheduler
For team members who manage the team calendar See and schedule all events in practice
Biller
For team members who handle clients payments and insurance
Create invoices and claims
Intake Admin
For team members who handle incoming clients and referrals
Access to practice inbox and referral communication
Practice Manager
For team members who make administrative decisions for the practice Have access to all clients and documentations
Have all the permissions of scheduler, biller and intake admin
