Managing User Permissions in MyTherapyWizard

Team Set up: Role Permissions

Team Set up Role Permissions - MyTherapyWizard help article card

Role permissions for your team are very important and it dictates what each can view, edit and delete. 

Understanding roles and permissions

Overview Section



⚠️ Important

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Scheduling and Clients

Clinical Records


ℹ️ Note

When a person is designated as a supervisor (such as an OTL supervising a OTA), then that supervisor is always added as a secondary therapist to the supervisee's caseload.  Anyone assigned to a client's caseload has access to view client related documentation, including guided evaluations, questionnaires, reports, session notes and POC's. 

Forms and Questionnaires


Caseload and Supervision


Billing and Claims (pt one)

Payer and Codes

**Access here should only be given to those that 100% understand how to set up payer codes , rates, clinician payment rates, modifiers, etc. ** 

Payroll

My payroll- lets the clinician view their payroll hours for the month (view only recommended).  Only clinicians payroll is generated via MTW. 

ℹ️ Note

MTW does not process payroll. 

Payroll (practice)- allows access to those that will manage, view, edit and delete clinician's payroll. A person with view access to this can see all payroll for the organization so this should be no access for clinicians.  

Analytics


Practice Settings

For Teams subscriptions +billing, this section should only give permission to the practice owner(s) or those that have complete understanding in billing related matters such as taxonomy and insurance related matters. 

Team

The team permissions give access to who can manage the team, including inviting new members and deleting members.

Go to the next article to continue with settings

See other articles in Members and Roles here.