Configuring Group Access

This guide explains how to configure a user to have access to specific clinician groups in PracticeVital. Group access is useful for supervisors who need to view data for their supervisees while maintaining appropriate access control. You can also consider setting up group access for site directors who should only be able to see the metrics for the clinicians assigned to their location, or any other scenario where you would like to limit which clinicians a PracticeVital user can view.

PracticeVital supports three user roles:

• Admin: Full access to all practice data and settings

• Limited Admin: Access to all clinicians but no revenue data

• Select Clinician Groups: Access only to specified clinician groups with no revenue data

The "Select Clinician Groups" role restricts users to viewing only the clinicians in their assigned groups. This is perfect for supervisors who should only see their supervisees.

Before assigning group access, ensure your practice has appropriate groups created and clinicians assigned to those groups (more info here):

1. Navigate to Settings → Clinicians

2. Review the existing group assignments in the category columns: Primary Location, Supervisor, Type, and any others you may have requested for your practice.

3. Create a new group, if necessary, by clicking on Edit for a clinician and selecting Create New... in the relevant category then be sure to click save.

   

4. Update clinician group assignments by clicking Edit for the clinician that needs to be updated.

   

Note: Only users with the Admin role can add or edit users.

To configure a user with group access:

1. Navigate to Settings → Users

2. Click "Add User" or edit an existing user

3. Select "Select Clinician Groups Only (No Revenue Access)" as the role

4. Select the appropriate groups to grant access to

5. Save changes

Let's configure access for Mary Parker, who supervises three clinicians:

1. Create the group structure:

   Category: "Supervisor"

   Group: "Mary Parker"

2. Assign supervisees to the group:

   Set the Supervisor for each supervisee clinician to "Mary Parker"

3. Configure Mary Parker's user access:

   Role: "Select Clinician Groups Only"

   Groups: Select "Mary Parker" under the Supervisor category

   Save changes

   Mary Parker will now only see data for clinicians in their team.

When multiple groups are assigned to a user, access is cumulative:

• A user with access to Group A and Group B will see all clinicians in both groups

• This allows for flexible access configurations (e.g., supervisors who oversee multiple teams)

For example, if Mary Parker also oversees clinicians in the Durham location:

1. Create another group "Durham"

2. Assign clinicians to this group

3. Give Mary Parker access to both "Mary Parker" and "Durham"

Mary Parker will then have access to all clinicians across both groups.

Users with group access:

• Cannot see practice-wide metrics or revenue data

• Can view Settings, but cannot make any modifications

• Cannot access clinicians outside their assigned groups

• Have limited permissions compared to Admin users

If you need assistance configuring group access, please contact PracticeVital support.