How Many Practitioner Accounts Do We Need?

When determining the number of practitioner accounts you need for your business, there are a few factors that will dictate what the best choice is. The scenarios described below will help you identify whether you need a single practitioner or multi-practitioner account.

Before going forward, please make sure you understand the difference between practitioner and assistant accounts.

When to Use a Single Practitioner Account

If any of these matches your scenario, a single practitioner account will be sufficient to run IntakeQ without any issues:

There is only one practitioner in your organization.
Your organization has multiple practitioners, but all the intakes are handled by the front desk staff, who will print the intake forms and hand them to the proper practitioner. Additionally, your organization is not using our booking widget nor our calendar to manage appointments.
Your organization has multiple practitioners, but all the intakes are handled by the front desk staff, who will export them from IntakeQ and import them to an EHR system. Additionally, your organization is not using our booking widget nor our calendar to manage appointments.

When to Use a Multi-practitioner Account

If any of these matches your scenario, a multi-practitioner account will be the optimal way to use IntakeQ:

Your organization has multiple practitioners and you want each practitioner to have their own account so they can see the intakes of their own clients.
Your organization has multiple practitioners and you want each intake form to be automatically routed to the proper practitioner.
Your organization has multiple practitioners and you want clients and intakes to be organized per practitioner.
Your organization has multiple practitioners and you want to use IntakeQ's booking system to manage their appointments.

If using a multi-practitioner account looks like the right choice for your organization, the following article will show you how things work: Multiple Practitioners

If your particular scenario has not been covered here, feel free to contact us and we'll be happy to help.