Administrator Only Account

PracticeQ supports two types of administrator accounts: Practitioner/Administrator and Administrator Only.

• The Administrator Only account is designed for clinics who have an office manager who is not a practitioner. This account has access to all areas of the software, including access to all client data. 
• However, clients, intakes, notes and appointments are always assigned to a practitioner account. 
• Due to this, Administrator Only Accounts cannot have appointments booked to them or clients assigned to them, and do not use a practitioner slot from the current subscription plan.

An Admin Only account can:

• Add new practitioners and assistants to the clinic account.
• Assign practitioners and assistants to their roles.
• Manage the account subscription and updating the system credit card information.
• Manage all form templates under the My Forms tab.
• Manage booking settings (hours, services and locations).
• Manage the calendar of other practitioners and the team calendar.
• Send forms on behalf of practitioners.

An Admin Only account cannot:

• Book clients
• Assign clients directly to their account.
• Send forms directly to a client from their account.

Turn an Existing Practitioner Account into Admin Only

The following steps must be completed by the account creator/owner:

1. Use the Transfer function to move any clients/forms/notes/appointments from the current owner to a practitioner. The transfer function can be found under More → Team → Practitioners. This will require that you have a second practitioner slot. We can assist in adding a temporary slot for you if needed. Please contact us at hello@intakeq.com for assistance. 
2. If you are using practitioner-specific form URLs on your website, update your website with the new practitioner URLs.
3. To finish the transition to an Admin Only account, click More → Account and click Change Account Type to Admin Only.