What is the Difference Between an Assistant Account and a Practitioner Account?

PracticeQ offers Assistant and Practitioner accounts to handle the day-to-day operations of a typical practice.

A practitioner account should be used by the professional who is ultimately providing the service. These are some characteristics of a practitioner account:

• Each patient/client "belongs" to a practitioner.
• When a form is submitted by a client, it is routed to a practitioner.
• Appointments are always assigned to a practitioner.
• Practitioners have their own calendar.
• Practitioners can have their own form headers.
• Practitioners can have their own form and email templates.

Assistant accounts, on the other hand, are designed to perform actions on behalf of practitioners. 

• Assistants simply manage practitioner accounts in the following ways:
  • Sending forms 
  • Managing their calendar 
  • Building questionnaires
  • Writing notes 

Note: Clients, forms, notes, calendars and appointments are always associated with a practitioner.