Practice administrators
Run the practice. Not the spreadsheet.
The practice-admin seat is first-class in Praxnote, not a stripped-down therapist account with extra menu items. Calendars, intakes, consents, residency, billing, and the audit trail come together in one role.
What the role covers
Practice oversight, end to end.
Practice oversight
Therapist roster (including dual-role therapist-admins). Client roster across all therapists. Reassign clients between therapists. Grant or revoke practice-admin role.
Scheduling
View all therapist calendars. Manage availability blocks. Calendar sync (Google today, more on roadmap). Waitlist routing. Session-type and CPT-rate management.
Financial controls
Invoice creation, sending, and voiding for any therapist's clients. Payment provider per practice. Autopay configuration.
Quality & compliance
Supervision queue oversight. Document approval workflows. Email + SMS templates. Practice setup, branding, and data residency (US/CA).
Erasure & consent
Review erasure requests (GDPR Article 17 / PIPEDA). Manage the consent log. Audit each step from request to redaction execution.
Operations
Document categories. Assessment availability gating per practice. Activity log audit trail. Practice memberships and dual-role onboarding.
Dual-role therapist-admin
One user. Two hats. Two themes.
Most group-practice owners are also clinicians. Praxnote handles that natively with role-switching UI, and two themes (admin dark, therapist light) to reduce the cognitive overhead of context-switching mid-day.
- One identity, two roles, two surfaces, no double-login
- Role-aware navigation, role-aware command palette
- Per-role theme (admin dark, therapist light) reduces switching errors
- Audit log records actions under the role used at the time
See it in your workflow
Bring Praxnote into your next session.
A 30-minute walkthrough on your real workflow, documentation, supervision, billing, or all three. We tailor the demo to the role you actually do.