Clinical Teams

Question 1

Clinician with billing access can

Answer 1

• Schedule appointments with assigned clients
• View their own appointments on the calendar
• Complete documentation for assigned clients
• Send/receive Secure Messages (if enabled by the Account Owner)
• Accept/deny their own appointment requests
• View and create billing documents for assigned clients
• View billing-related reports for assigned clients
• Add payments for assigned clients
• Create and submit claims for assigned clients

Question 1

Clinician with basic access

Answer 1

Can:
- Schedule appointments with assigned clients
- View their own appointments on the calendar
- Complete documentation for assigned clients
- Send/receive Secure Messages (if enabled by the Account Owner)
- Accept/deny their own appointment requests

Cannot:
- View any clients that they are not the Primary Clinician for, or have not been granted access to
- Adjust practice-wide settings, such as for the Client Portal
- View any billing-related information for their clients