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Enabling Team Members to Perform Actions on Behalf of Others

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Team members in Practice Better can be given permission to view and manage resources across your practice, including performing actions on behalf of other practitioners. Getting this right requires configuring two things: the team member's role permissions and their team member access level.

In this article:

How Permissions and Access Work Together

Permissions and team member access are two separate settings that both need to be in place for a team member to act on behalf of others.

Permissions define what actions a team member can take. Locate Team Member Permissions by going to your My Team page, and clicking Edit beside a role, under the Roles & Permissions heading. 

They're organized into three groups:

  • Clients: Actions within client records, such as creating invoices, submitting claims, or sending forms.
  • My Practice: Actions within the practice's settings, such as building forms, managing programs, or configuring insurance settings.
  • Organization: Actions that apply across the entire account, such as managing the company profile, running reports, or working with client tags.

Team member access controls whose resources a team member can see and act on. Even if a team member has the right permissions, they won't be able to perform actions for other practitioners unless their access level is set correctly. Locate the Team Member Access options by going to your My Team page, and clicking Edit role beside a team member, under the Team Members heading. 

📍 Note: These two settings work together. Permissions without the right access level, or access without the right permissions, will result in a team member being unable to complete a task.

Before You Begin

Before configuring a team member to perform actions on behalf of others, confirm the following:

How to Configure a Team Member's Permissions

  1. Go to your profile menu (top-right corner) and select My Team. You can also navigate to Settings > My Team.
     
  2. Under Roles & Permissions, click Edit next to the role assigned to the team member.

     
  3. Locate the relevant permission group using the search bar or by expanding the permission categories (e.g., Clients: Insurance Claims).
     
  4. Enable the required permissions for the task (e.g., View and Create, Modify for claim submission).
     
  5. Click Submit to save your changes.

Some tasks require permissions across more than one group. For example, to allow a team member to submit claims (when you have Claim.MD integrated), enable View and Create, Modify under Clients: Insurance Claims. 

To also allow them to update practitioner insurance settings such as NPI numbers, additionally enable View Insurance Settings, Modify Company Insurance Settings, and Modify Practitioner Insurance Settings under My Practice: Insurance Billing. 

The above settings, coupled with Team Member Access, will enable a team member to create and submit client insurance claims on behalf of other team members. Both admin-type and practitioner-type team members can be configured this way, and no separate Claim.MD credentials are required.

Learn more about Linking Claim.MD on the Team Plan →

How to Set Team Member Access

Team member access controls which practitioners' resources a team member can view and act on. To update this setting:

  1. Go to your profile menu and select My Team.
     
  2. Click Edit Role next to the team member's name.

     
  3. Under Team member access, select the appropriate option:
    • All team members: The team member can access resources for everyone in the practice.
    • Specific team members: The team member can access resources for selected practitioners only.
    • Advanced: Customize access by section (e.g., scope a team member's access to programs only, without exposing other practitioner settings or client data).
       
  4. Click Submit to save.

Learn more about Understanding Team Member Access to Client Work →

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