Assign Team Members to Clients
We need a straightforward way to assign clients to team members directly from the UI. Currently, when a new provider joins the team, there's no visible interface to designate which clients they'll be managing.
The problem: After inviting a colleague and they create their account, there's no UI control (on the client profile, contract details, or team-member settings) to add them as a provider on a client's contract. This forces admins to contact support for what should be a basic operational task.
What we need: A provider-assignment interface—either:
- A "Providers" or "Team" section on each client's profile where admins can add/remove providers, or
- A bulk assignment feature in Team Members settings to assign multiple clients at once to a new provider
Why it matters: Managing a training team requires quick, independent control over who sees which clients' records and can document care. This is essential for onboarding new team members and redistributing caseloads.
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Comments1
Upheal Moderator
Sep 30
Thanks, @Joel Traylor II. You no longer need to contact support for this. Org admins and Practice Managers can now handle it themselves.
New clients: when you add a client, pick which provider they're assigned to.
Existing clients: in the Clients list, open More actions on a client and choose Add team member. A client can have more than one team member, and each one gets access to that client.
Checking caseloads: filter the Clients list by provider to see who's working with whom.
Bulk assignment for moving many clients at once isn't there yet, and adding team members right from the client profile is on our list. Since you run a training team, notes can also be co-signed now, so supervisors can add their signature to a supervisee's note.