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Role-Based Access Controls & Administrator Dashboard (Mult. Group Practices)

Feature Requestpractice managementHigh Priority

I am planning to have a group practice that will have multiple different types of providers. For example, Licensed Mental Health Clinicians ((I)MFT’s, LPC(C)’s), Licensed Massage Therapists, Licensed Estheticians, Nail Technicians, and potentially PMHNPs/Psychiatrists. Then, ultimately duplicating this model in other locations.

Something that would be necessary with this in mind, and probably some other things:

  • Additional Roles other than just “Provider”, or capability to create our own roles and choose access.

  • Role-based access controls. Administrators can assign clients to multiple providers where they can see demographics, but not have access to notes/dx codes/other HIPPA-compliant information from other sectors within the business.

    -OR-

  • (Probably more advanced): The capability to have multiple business “tabs” for administrators under one login. An Administrator Dashboard.

    • Tab #1 (Group Practice A): located in Akron, OH, with ability to create “mini businesses/sectors” as drop downs within that practice (Mental Health, Massage, Nails, Medication Management), and control role-access to these sectors/clients.

    • Tab #2 (Group Practice B): located in Dublin, OH, with ability to create “mini businesses/sectors” as drop downs within that practice (Mental Health, Massage, Nails, Medication Management), and control role-access to these sectors.

    • Basically an administrator dashboard for all the group practice location and sectors within each business, but individual logins for the different providers that show only clients/sectors they are assigned to.

  • Capability for administrators to add a client already being seen for mental health, to the business sector of “Massage” with their demographics copying over. Clients may see multiple different massage providers or nail techs, so still need to have the ability to assign multiple providers to the same client, even under the same sector.

    There’s probably a cleaner way to do all of this, but I hope this makes sense what I am hoping to do!

Posted by Danaé Behr ·
3 comments

This request was merged into another request

Comments3

  • Maliekalanikilaokapuanahenahe Carvalho

    •

    Jun 8

    I use an outside billing service - I want to give them access as admin only so they can access what they need to bill appropriately, but I don’t want them to see all clinical information. I think that by giving them just admin access for demographics etc would be best.

  • Upheal Moderator

    Team•

    May 26

    @Danaé Behr Your multi‑sector, multi‑location group practice model makes complete sense, and it’s exactly the kind of setup we want to support.

    Role‑based access controls and an administrator dashboard for group practices are on our roadmap and are close to being prioritized, though we’re not actively building them just yet. In broad terms, we’re envisioning:

    • Custom roles (beyond just “Provider”) with configurable permissions per sector or business unit.

    • Role‑based access so admins can see across sectors and assign clients to multiple providers, while restricting access to HIPAA‑sensitive data (notes, diagnoses, etc.) to only what each role needs.

    • An admin dashboard with multiple practice/location views under one login, where each practice can have its own sectors and access rules, and providers only see the clients/sectors they’re assigned to.

    Your use case is helping shape the design. Once we move this into active development, we may reach out for a quick call to validate details before we finalize the workflow.

    • Danaé Behr

      •

      Jun 10

      Of course! Appreciate y’all!