Practice administrators
Run the practice. Not the spreadsheet.
The practice admin role in Praxnote was built around the actual work — running the calendar, sending the invoices, keeping the consents in order, and looking after the clinicians who look after clients. It is not a clinician account with extra menu items.
What the role actually covers
The full shape of running a practice.
The people who work here
Add clinicians, set their availability and rates, and grant the practice-admin role to whoever needs it. Move clients between clinicians when caseloads change. Pause a seat when someone goes on leave so billing pauses with them.
The week ahead
See every clinician's calendar in one view. Manage availability blocks, vacation time, and the kind of session each clinician is taking. Calendars sync with Google so nobody double-books themselves.
The money side
Send invoices for any clinician's client. Set up autopay. Track who owes what. Set the rate the practice charges for each kind of session, and adjust per clinician when the contract calls for it.
The clients waiting
See who's on the waitlist, who's been waiting longest, and who's ready for outreach. Move clients from waiting to scheduled without anyone falling through the cracks. Send the welcome message in the voice the practice has chosen.
The paperwork
Practice-wide templates for intake forms, consents, reminder emails, and invoice notifications. Set them up once. Every clinician sends the same warm, consistent communications to their clients.
The record-keeping
A complete activity history of who did what when. When a client asks for their data to be erased, walk through the request with confidence — Praxnote handles the European and Canadian rules and the U.S. retention rules at the same time, and shows you exactly what was redacted.
One person, two roles
The owner who is also a clinician. The supervisor who still sees clients.
Most group-practice owners — and a lot of supervisors — wear two hats. The morning is intake, invoices, and the team meeting. The afternoon is four clients of their own. Praxnote was designed for that reality. You don't need a second login, a second calendar, or a second password manager entry. One account, one place.
A clear cue for which hat you're wearing
The screen shifts visibly when you switch between admin work and clinical work, so you always know whose lens you're looking through. Nobody accidentally edits a chart while wearing their admin hat, or sends an invoice while in clinical mode.
The history knows which role you were in
Every action is recorded with the role you were in when you took it. If anyone ever asks "was this done as the clinician or as the admin?" — the answer is in the record.
The quiet things admins notice
What's not on your plate.
No spreadsheet of rates
Set practice defaults; override per clinician when needed; Praxnote applies the right rate to the right session every time. The spreadsheet on the side of the monitor can go.
No "did anyone send that intake form?"
When a client books, the intake forms go out automatically. When they come back, the new chart is ready for the clinician's first session.
No third vendor for AI
The AI that drafts notes is part of Praxnote, not a separate company you'd have to vet, BAA, and renew separately. One contract. One audit log. One place to look.
No surprise on the invoice
Praxnote bills per active clinician seat — no per-client charges, no markup on card processing, no overage fees you didn't see coming. If a clinician is on leave, you stop paying for that seat the day you mark it inactive.
See it on your practice
A walk-through, on practice-admin terms.
Bring a recent week — a billing batch, a calendar conflict, an intake that needs to go out, a new clinician to onboard. We'll show you how Praxnote handles each one.