Granting access to your clinicians

IMPORTANT - Clinician access is currently a beta feature we are rolling out to select practices. Features and functionality are subject to change, and your practice may not have access yet.

Note: only users with the Admin role are able to add other users, such as clinicians

Some quick tips to consider before you grant access to your clinicians:

• Ensure you're familiar with all of our metrics. Have you attended our complimentary training session?

• Download and share our Therapist Guide with your clinicians.

• Appoint someone in your practice as the PracticeVital expert—someone others can turn to with questions or problems.

• Consider granting access to your leadership team and/or supervisors first, so they can familiarize themselves with PracticeVital.

Larger practices may prefer to invite more than one person at a time.

1. Browse to Settings > Users & Permissions and then scroll down to the Clinician Access section.

2. Click the Invite Clinicians button.

3. A list of clinicians who haven’t been invited will be displayed. Check the Grant Access box for each clinician you'd like to invite, and enter or confirm their email address. For most EHRs, the email field will be pre-populated with the clinician’s EHR-assigned email.

4. Use the Select All and Select None links at the top of the list as shortcuts.

5. Once everything looks good, click Send Invitations. Each selected clinician will receive an email invitation with a link to log in to PracticeVital.

We also allow you to just add one person at a time.

1. Go to Settings > Users & Permissions and click the Add User button.

2. Enter the clinician's email address

3. Toggle the role selector to Single Clinician Access.

4. Select the corresponding clinician from the Clinician dropdown.

5. Click Create User. The clinician will receive an email invitation with a link to log in to PracticeVital.

To revoke a clinician user's access:

• Go to Settings > Users & Permissions, scroll to the Clinician Access section, and click Delete on the relevant row. You’ll be prompted to confirm the deletion.

You can remove a clinician from your PracticeVital subscription entirely by going to Settings > Clinicians and clicking the Add/Remove Clinicians button.

To give a clinician greater access to practice metrics, click Edit Role to update their permissions.

Clinicians have limited access within PracticeVital to ensure privacy and maintain focus on their individual performance. They can access the following:

• Clinician Metrics:
  A personalized view of their own metrics. Clinicians can adjust timeframes, change intervals, and download their data. They can also click a link to view their overdue notes in the Appointments data sheet.

• Metrics Reports:
  Reports on Completed Sessions, Cancellations, and Retention—but only for appointments where they are listed as the clinician or provider in your EHR.

• Appointments and Clients Data Sheets:
  Filtered to show only their own appointments and the clients scheduled in those sessions.

• This Support Knowledge Base:
  Full access to documentation and help resources.

• The Practice Dashboard

• Any Revenue data, including Average Revenue and the revenue column in the Appointments data sheet

• Any Settings