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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.
  • 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.
  1. Open the section for your role.
  2. If the header shows the wrong organization, pick the matching organization before you change settings.
  3. Still unsure? Getting started then Troubleshooting.