Managing Users and Roles
- Videos
- Managing Users
- Managing access to client records
- Supervision
- Removing a user from your account
- Frequently asked questions
Videos
Supervision
This tutorial shows you how to set up a supervisor and supervisees.
Managing users
Adding additional users to your Sessions Health account
Permissions: This feature requires administrator permissions. If you don't have permissions, please contact your account administrator regarding this feature.
You can invite new users to your account from the Account Settings > Account page within the left-hand menu. In the Members section, click the Invite Someone button. From there, you can enter the user's email address and select the role type of Practitioner, Supervisor, Scheduler, and Biller.
Note: Sessions Health does not charge an extra fee for supervisor, scheduler, or biller roles added to your account.
Once your user is configured, click the Send button, and your new user will receive an email with a link to accept the invitation and setup their account name and password.
Managing existing users
From the Account Settings > Account tab, go to the Members section. You can edit and remove a user from your organization by clicking "..." on right-hand side of the user's card.
Disabling billing features for practitioners
Some practices have a biller or other role that will handle all billing functions. In this case, you may want to disable billing functions by unchecking the box next to View/manage clients' billing information, documents, and insights. Doing this will remove the Client Billing page, remove billing information and reports from the Insights page, remove the Billing tab within the client's record, and disable the ability to create and manage invoices.
Managing access to client's records
By default, only the assigned practitioner and administrators can access a client's record. Both the assigned practitioner and administrators may also allow other practitioners access to a client's record. An administrator can manage access for all clients, whereas the assigned practitioner can manage access for only the clients they're assigned to.
To manage access of a client's record, go to Clients > [Client Name] and click the "..." to view the drop-down options. Choose Manage Access to select other practitioners you'd like to grant access to the client's record.
Supervision
Assigning the Supervisor Role
In order to supervise other members, you'll need to assign the Supervisor role. In the Accounts Settings > Account tab, go to the Members section. Click on "...'' on the right side of the member card of the supervisor and click Edit. Check the box next to the Supervisor role and click the Save button. That member is now able to serve as a supervisor to another member.
Assigning Supervision of Another Member
In the Accounts Settings > Account tab, go to the Members section. Click on "...'' on the right side of the member card of the practitioner being supervised and click Edit. Under Practitioner, select the correct member in the drop-down list that will serve as the supervisor in the Supervised by section and click the Save button.
Note: Any notes signed prior to being assigned a supervisor will not be associated with the supervisor. If notes were previously signed by a supervisee, the supervisee would need to Unlock the note and resave it to be reviewed by the supervisor.
Removing a user from your account
To remove a person, go to Account Settings > Account. In the Members section, click "..." next to the person you'd like to remove, then select Remove.
- warn that supervisees will no longer be under supervision if the practitioner was a supervisor (and had assigned supervisees)
- warn that future appointments with the practitioner will be removed (if any exist)
- prompt who should be assigned to the practitioner's assigned clients
- prompt who should be assigned to the practitioner's incomplete notes (if any exist)
Frequently asked questions
As a supervisor can I see my supervisees notes?
By default, only the primary clinician can access a client's record. And by default, the primary clinician is the person who is first assigned as the practitioner for a client. However, Administrators have access to control who can view every client's record. If they need to add themselves (or an administrator needs to add someone else), they can do so from the Manage Access option from the dropdown in the client page. Once clicking on that, the admin can manage who can see all information within a client record.
If I have employees that I supervise, does the system provide tools or features to do this?
Yes. We have a supervisor role. Any supervisors in your clinic can add supervisees to their account. This will mean that supervisees will check a box on notes indicating they are ready to be signed by a supervisor. Supervisors will then see that the notes are ready to be reviewed and signed.
What roles are offered in Sessions Health? Can I add my biller, scheduler, assistant?
Sessions Health offers several roles beyond practitioners. Only practitioner roles are charged. You may also add an administrative assistants, billers, schedulers, or supervisors to your account for no additional charge.
Can I add a supervisor to sign my notes? Is there an extra charge?
Yes, you can add a Supervisor role to your account to sign notes. No, we do not charge extra for this role.