User Management and Security
Healthcare Provider User
Last Updated: April 21, 2025Each healthcare provider e.g chiropractor, medical doctor, physical therapist using SimplifyPI should have their own account. This will allow you to create an appointment under them in the Scheduler and select them as a provider for a particular appointment type. Click “Users“. 2. If you are making an existing user a provider, click the pencil icon to edit the user. If you are creating a new user that is a provider, then create a new user. 3. Ensure “Yes” is selected for the provider field and click “Submit.”
Remove Users
Last Updated: April 21, 20251. Click your name in the upper right corner of the screen. 2. Click “Users”. 3. Click the pencil icon of the user you want to delete. Note: Only users with the role “User Admin” or “Group Admin” can edit/delete other users, so if the pencil icon is not visible to you, please request from a staff member who is a “User Admin”/”Group Admin” that your role be changed. Click here for a breakdown on the user roles and the different permissions associated with them. 4. Click the “Remove User” button. 5. Click “Yes”. Click here to learn how to add users.
Add Users
Last Updated: April 21, 2025Each staff member using SimplifyPI should have their own account. This will help you in assigning tasks to other office members, adding case managers to better distribute the case load and also in keeping track of who made what changes on a case. 1. Click your name in the upper right corner of the screen. 2. Click “Users“. 3. Click the “Create User” button. Note: Only users with the role “User Admin” or “Group Admin” can create other users, so if the button is not visible to you, please request from a staff member who is a “User Admin”/”Group Admin” that your role be changed.Click here for a breakdown on the user roles and the different permissions associated with them. 4. Fill in the fields and click “Submit.” Click here to learn how to remove users.