The team plan adds a lot of new functionality that allows you to collaborate with your team members but also gives you a lot of control on how you can manage the team.
Roles and Permissions
The Team plan allows you to add additional users with their own unique logins who can work and collaborate in the Practice with you. As the Team plan owner, you will have full control over their permissions and can set permissions for specific users or for specific roles within the practice.
Learn more about managing roles and permissions within your team.
Clients can be organized by using tags which can then be used to restrict permissions for certain users. For example, you can add a tag to all clients for Prac A and then set the permissions for Prac A so they only see those clients. Learn more about working with tags.
Adding/Inviting Team Members
Once you have your roles set up and have an idea of what permissions you are going to want to have for people you can begin adding people to your team.
Aside from the team owner the team plan includes an extra practitioner and 2 admin users. If you require more you can purchase additional users by going to My Profile at the top right, selecting My Subscription and clicking View add-ons. Learn more about how to add additional team members.
You are able to invite existing Practice Better users to join your team. It is important to note that when they join your Team plan as practitioner on your team, their account will be merged with yours. Learn more about transferring an existing Practice Better use into your account.
Collaborating With Your Colleagues
When resources are added to the platform such as services and forms they can be shared among the team so there is no need for duplication. Sharing resources is a great option for teams who offer similar services as a way to streamline setup as well as the client experience. Sharing resources is optional and may not be right for teams where practitioners all work individually.
Later in this guide you will be given instructions on how to add resources to the platform such as services and forms. The steps on how to share resources will be included in the sections where resources can be shared. Learn more about sharing resources with your team and what can be shared.
Depending on the permissions you set up above team members are able to communicate with each other by utilizing the Secure Chat. Team members can chat with each other as well as be included in group chats with other clients. If you have an existing chat with a client you can also invite practitioners to join and see the chat history with the client. Learn more about using the secure messenger.
On the team plan you have the option to enable managed billing for the entire practice or individual services. Managed billing ensures all payments made by clients are processed using the team owner's Stripe/Square account.
If you decide to enable managed billing for the practice then only the team owner needs to link a Stripe/Square account, if not then each practitioner can link their own.