What role should I assign to each team member?

Choose based on what each person needs to do:

• Admin: office managers or practice owners who need full control (billing, settings, team management, all data)
• Provider: doctors, dentists, therapists who need to see patients, appointments, and submissions
• Staff: front desk, medical assistants, or coordinators who manage patients and appointments day-to-day
• Patient: for giving patients limited access to their own records