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Staff are the people inside your Practice's account. The system has 3 main staff roles:

  1. Owner - The Owner has access to all components. By default, this is the account used during the signup process and you cannot add additional Owners.
     
  2. Office Manager - Office managers can schedule and add clients on a provider's behalf, but cannot start an online session themselves.
     
  3. Provider - Providers can only see their assigned clients, and can hold a session with or request payment from those clients. Providers also have the ability to share clients by assigning them to multiple providers.

    Important: You will be charged a monthly fee per Provider, unless you are on trial or the Basic Group plan with unlimited Providers.

Alternatively, you can also add a colleague to your practice. 

 

Add Staff

  1. Click People in left menu.
  2. Click Add Profile button.
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  3. Enter Staff Name and Email.
  4. Select appropriate Staff Role.
  5. Send Invitation (optional) - this sends an thera-LINK email invite to the Staff member.
  6. Click Save.
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