Clinical Counselor/Coach/Therapist Permissions

We recommend the following permission structure for a general counselor/coach/therapist.

These permissions will ensure the staff member can do the following:

1. Login and view in person clients.

2. Create and view staff notes about clients.

3. Create new clients.

4. Create appointments.

5. Add notes.

6. Assign forms.

7. Discharge a client.

The staff member will not be able to do the following:

1. Complete any administrative activity like adding new staff, sending out app announcements, managing growth plans, etc.

2. Complete any administrative clinical responsibilities.

3. Complete lab orders (the additional check box next to lab orders would be required to be checked).