Which role am I?
Pick the portal that matches how you work.
Independent Provider vs organization provider
Section titled “Independent Provider vs organization provider”| Independent Provider | Organization provider | |
|---|---|---|
| Portal | Independent Portal | Organization Portal |
| Clinical work | Yes — availability, agenda, care | Yes — availability, agenda, care |
| Who you can invite | Administrative help from Users | IPS admin invites |
Independent Provider vs organization admin
Section titled “Independent Provider vs organization admin”- IPS admins invite Provider, Coordinator, Admin, and Administrative seats on the institution, from the Organization Portal. Member is a legacy seat, not an invite role.
- Independent Providers invite Administrative help from Independent Portal → users.
Staff on each side
Section titled “Staff on each side”- IPS staff (Coordinator or Administrative) stay on the Organization Portal. See Organization portal for invites and Agenda when their role can schedule.
- Independent Administrative staff stay on the Independent Portal. See Administrative staff.
- Open the section for your role.
- If the header shows the wrong organization, pick the matching organization before you change settings.
- Still unsure? Getting started then Troubleshooting.