š User Roles for Group Practices: Biller & Practice Manager
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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Comments5
Upheal Moderator
Sep 7
š Now live: Biller & Practice Manager roles
Non-clinical user roles have officially shipped! You can now bring billers and office staff onto your Upheal account and give them exactly the access they need ā without ever opening the door to your clientsā clinical notes.
Two new roles to assign from your organizationās team settings:
Biller: manages invoices, statements, and superbills across every client in the practice.
Practice Manager: runs day-to-day operations: scheduling, team members, and client records.
Both roles can do their full job end-to-end, but neither can see notes, treatment plans, transcripts, or any AI-generated clinical content ā so the clinical wall holds and you stay aligned with HIPAA while billing and admin keep running smoothly.
For a full walkthrough of what each role can (and canāt) do and how to assign them, check out the support article.
Try it out and let us know how it fits your practiceās workflow. Weād love your feedback in the comments!
Daniel Estabrook
Aug 22
I support this. I would also like to see the possibility to upload/provide a professional will and have someone pre-approved/āon-deckā for access if certain criteria are met, with minimal friction in case of clinician incapacitation/death.
Linda Salomone
Aug 13
Any news on when this will happen?
Upheal Moderator
Aug 14
@Linda SalomoneWeāre aiming to release this at the beginning of September. We want to make sure people can only access the content theyāre meant to see across the whole practice, and weāre applying that consistently across all features, so itās taking a bit longer than expected. Thanks for your patience.
Linda Salomone
Jul 22
This is essential for me and ties me to SimplePractice , which is a connection Iād like to end as soon as possible. I have someone who files insurance claims for me so I donāt need Upheal for that purpose but I still want to migrate completely to Upheal. The more urgent need is that I also have someone in the Biller role and until I can give her access without the clinical access, Iām stuck with SimplePractice.