We're adding non-clinical user roles so you can give billers and office staff the access they need without opening up your clients' clinical notes. Right now every role has clinical access, so there's no way to bring on staff who shouldn't see notes. These roles fix that.
You'll be able to assign a Biller role for staff who manage invoices, statements, and superbills across all your clients, and a Practice Manager role for someone who runs the day-to-day operations: scheduling, team members, and client records. Both roles can do their full job, but neither can see notes, treatment plans, transcripts, or any AI-generated clinical content.
This means you can bring on non-clinical staff with confidence that the clinical wall holds, helping you stay aligned with HIPAA while keeping billing and admin running smoothly.
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Planned
Practice Management
2 days ago

Upheal Moderator
Get notified by email when there are changes.
Planned
Practice Management
2 days ago

Upheal Moderator
Get notified by email when there are changes.