How to Add a Staff Account

TheraPlatform allows authorized users to add staff accounts to the platform. By default, only the account administrator has permission to add new staff members. However, administrators can grant this ability to other staff members or therapists through role-based permissions.

The Biller role allows users to create invoices, e-claims, and superbills, as well as view client charts and notes for auditing purposes. Billers cannot edit notes or conduct telehealth sessions. Please visit Roles in TheraPlatform for more information on what permissions are associated with the Biller and Scheduler roles.

Granting Permission to Add Staff Members

Administrators can allow additional users to add staff accounts using the steps below:

Step 1: Navigate to Settings > Organization > Permissions

Step 2: Select the Staff permission category

Step 3: Click the Edit icon next to Manage Staff

Step 4: Select the roles that should be allowed to add staff accounts

Step 5: Save your changes

Adding a New Staff Member

After the appropriate permissions have been granted, users can add staff members by following these steps:

Step 1: Click on Staff

Step 2: Click Add

Step 3: Enter the staff member's name, email address, and time zone

Step 4: Select the appropriate role(s), such as Biller or Scheduler

Step 5: Click Save Changes