Members and Roles Video Tutorials
Members and Roles Video Quick Links
- Managing Members
- The Practitioner Role
- The Supervisor Role
- The Scheduler Role
- The Biller Role
- The Forms Administrator Role
Managing Members
Configure team profiles, invite new practice members, and manage access settings across your account. Review full written instructions in Managing Users and Roles.
The Practitioner Role
Explore the Practitioner role in Sessions Health to understand default baseline clinical workflows as well as expanded billing or practice-wide permissions. For additional details, check out our Understanding Roles & Permissions article.
The Supervisor Role
Learn how to navigate the Supervisor role in Sessions Health, including chart visibility, signature workflows, and clinical permissions. Check out our Supervision Comprehensive Guide for written details.
The Scheduler Role
This video provides a walkthrough of the Scheduler role, highlighting navigation, scheduling and intake workflows, and privacy boundaries. Check out this article for more details: Understanding Roles & Permissions.
The Biller Role
Watch this video walkthrough to explore non-admin Biller permissions, core billing workspaces, and clinical privacy protections. For additional details about roles, see Understanding Roles & Permissions.
The Forms Administrator Role
Explore how team members assigned to the Forms Administrator role build, customize, and maintain your practice’s form templates, intake paperwork, and documentation. For written details, see Understanding Roles & Permissions.