Choose the right role
Pick the smallest role that lets a teammate do their job.
Last updated May 15, 2026
- Owner — full control, including billing and deletion.
- Admin — manage team, locations, and integrations.
- Office manager — most operational settings, no billing.
- Front desk — schedule, messages, recall, follow-ups.
- Treatment coordinator — patients, recall, treatment workflows.
- Insurance coordinator — insurance checks, claim packets.
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