Support Center

Administrative or Supervisor Account Cannot View Therapist Account

Last Updated: Sep 19, 2014 09:45AM EST

In order for an admin to view the therapist's information for Billing/Scheduling, the therapist must log into their account and do the following:

  1. Click More
  2. Click Preferences
  3. Click System Preferences
  4. Click YES to Allow Admin to access non-clinical info
  5. Click Save


For a Supervisor Account to be able to view the therapist's clinical notes, the therapist must log into their account and do the following:

  1. Click More
  2. Click Preferences
  3. Click System Preferences
  4. Click YES to Allow a Therapy Supervisor to View/Edit my notes
  5. Click Save


If an admin can't view the therapist account on the side-by-side page, but can view the clinician from the drop-up menu in the lower left hand corner of the admin account: 

  1. Click Side by Side
  2. Click Arrange Columns
  3. Select the Column drop down menu and choose practitioner
  4. Save the Changes

Contact Us

bfc72471641d8fa9df83bb8c26e4134e@therapyappointment.desk-mail.com
https://cdn.desk.com/
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