Standard vs Support Roles

When adding a new team member to your account, admins have the ability to designate a team member role as either standard or support. 

For Healthie's multi-provider plans, including Group Plans and Enterprise Plans, every standard role added to the account comes with one support role. 


Standard Roles 

Standard role encompasses anyone in your organization that sees clients or needs administrative access to the system. For example, providers who work with clients should be marked as "Standard" so that they can be assigned clients and appear on the Calendar for scheduling. 

Support Roles

Support role encompasses anyone in your organization that needs assistant access to the system. Most commonly, this is someone who schedules, does billing, or is responsible for other administrative work that does not include client engagement. 

Support roles cannot be not assigned clients, join Care Teams, have their own Zoom, or have a calendar on Healthie, but can message clients, view and book sessions for other team members, and conduct coordination activities for the organization. Support seats are able to see which clients are in a session, and view the Organization Calendar. 

Admin Designation 

Both support and standard roles can be given an admin designation. Administrators typically have the highest level of permissions for the account, including the ability to view all billing details, change the account's bank account information, and add new organization members. 

Switching Between Roles

There may be an instance in which you would like to change a member in your organization to/from " Standard" and "Support" (and vice versa). 

Navigate to Organization > Select Member > Edit Settings

  • Note: you will need to have administrator-level privileges to do this 
  • Navigate to the question "What organization member role should [Provider Name] be?"
  • Select "Standard" or "Support" 
  • The team member will have to log out and log back into Healthie, to see changes reflected in their account. 

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