A Practice Plan connects multiple users with different levels of access (ie. Account Manager, Supervisor, Practitioner), under one umbrella account. Clients can be shared within the practice, where you can adjust the visibility of clients depending on user access levels.

1. Account Manager (central account)
   • Manage payments for NovoPsych
   • Add and remove users (practitioners and supervisors) from the practice
   • View all clients, assign clients to practitioners and manage client groups
   • Administer and view assessments for all clients
   • Manage privacy settings
   • Export data for all users/clients in CSV
2. Supervisors
   • Add and remove users (practitioners and supervisors) from the practice
   • View all clients,  assign clients to practitioners  and manage client groups
   • Administer and view assessments for all clients
3. Practitioners
   • View clients that have been assigned to them or who they have added
   • Administer and view assessments for clients they have added, or who have been assigned to them

A Practice Plan includes 4 users, including the Account Manager. You can also find how to add a practitioner yourself by following this guide.

If you would like to have a look at the user tiers for the Practice Plan, please refer to our pricing page here.

Note: Each user on a Practice Plan is assigned a tier based on their anticipated or current usage, so Pro action limits will apply according to those tiers and can differ across the same practice.