Configure role-based access control to ensure team members only access the data and features relevant to their responsibilities.
PRACTIS includes three default roles: Admin (full access to all features and settings), Clinician (clinical features, documentation, and patient data), and Staff (scheduling, front desk operations, and limited patient data).
Navigate to Settings > User Management > Roles to create custom roles. Define granular permissions for each feature area: patients, scheduling, billing, documentation, reporting, and settings.
Assign roles when inviting new team members or update existing users from the User Management page. Users can have different roles at different locations for multi-site practices.
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