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What  you can do as a Supervisor

Supervisors have the ability to access and oversee all providers under their supervision. They can view clinical notes and approve them with the appropriate configuration. Supervisor role also has the ability to attend scheduled meetings with Providers and Patients. Any features can be activated depending on how you want to set up your supervisor account!


Everything you can do as a Provider

Providers, also known as therapists, have access to their assigned clients within the platform. They can schedule telehealth appointments, send messages, and manage client-related tasks. Any features can be activated depending on how you want to set up your provider account!


Everything you can do as an Admin

The Admin role is designed for front desk assistants working with doctors. They can schedule telehealth appointments on behalf of providers, manage the platform’s financial aspects (including creating invoices and submitting insurance claims), and handle tasks for all doctors within the same team, which is supervised by the same supervisor. Any features can be activated depending on how you want to set up your admin account!

The Care Coordinator role has limited access and is primarily used for managing patient referrals. Any features can be activated depending on how you want to set up your care coordinator account!


Everything you can do as a Patient

Patients have a role that allows them to self-schedule appointments, upload files, share information with their providers, and make payments for services. Any features can be activated depending on how you want to set up your patient account!


Everything you can do as a Guest

The Guest role offers limited access to the platform, typically used for external individuals such as parents who need to pay bills or be invited to a scheduled patient meeting as guests.


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