How to add a team member and assign a role

adding new team members allows you to manage your practice efficiently by defining access levels, supervisors, and assigned clients where to find access & permissions from the sidebar, go to settings → access this opens the access & permissions area, where you’ll see multiple tabs for managing people and structure across your organization inviting a new person to add someone to your organization click invite in the top right corner enter the person’s email address assign one or more roles (optional but recommended) send the invitation the invited user will receive an email to join your organization until they accept, their status will appear as pending understanding roles roles define what a person can access and manage in the system common roles include provider – clinical access to patients, encounters, and sessions front desk – scheduling, patient registration, and basic demographics billing analyst – billing workflows, invoices, and insurance related tasks organization admin – full administrative access across the organization patient – limited self access for non administrative actions roles can be adjusted at any time after the user joins editing or removing access for any existing member, you can edit their assigned roles update their permissions remove them from the organization these actions are available directly from the people list additional access tabs depending on your setup, you may also see tabs for roles – define and manage role based permissions teams – group users for easier management departments – organize staff by department supervision – manage supervisory relationships between providers these tools help scale access management as your organization grows helpful tips tips you can edit a member’s role or supervisor anytime by clicking the three dots beside their name in the list need help? if you need help with scheduling, conflicts, or availability setup, contact us at support\@eggmed com