Add team members, set their permissions, and configure their schedules so your practice can collaborate from day one.
In this article:
Note: When you first create your Carepatron account, a sample team member named Wendy Smith appears in your workspace. She is a demo account to help you explore the platform and can be removed at any time from Team settings.
Create a new team member
Go to Your Team in the left navigation menu.
Click + New team member in the top right.
Fill in the required information and click Create.
Manage your team
Select any team member to open their profile and manage their settings across three tabs.
Personal
The Personal tab shows the team member's profile information. Click Edit to update their details. You can also add licenses and certifications.
Permissions
The Permissions tab has three sections.
Permissions — grant or restrict access to specific features. Select a permission, choose an option, and click Save.
Assigned Clients — view the clients assigned to this team member. Click + Assign clients to add a new one.
Supervision — assign supervisors or supervisees.
Learn more about permissions here.
Services and availability
This tab has three sections.
Services — click Edit to check or uncheck the services assigned to this team member.
Date-specific hours — add dates when availability differs from the standard schedule. Click + New date override, enter the details, and click Save.
Availability — set the team member's recurring weekly schedule. Click + New, select the days they are available, and click Save.
Our team is here to help with any questions or concerns. Just open a conversation through the Help channel in your workspace.