Managing Sub-Accounts
Last updated October 12, 2024
Managing Sub-Accounts in Jane App
Managing sub-accounts in Jane App allows you to provide access to team members or clinicians while maintaining control over your practice's operations. This feature is essential for clinics that have multiple practitioners, as it helps to streamline workflows and enhance collaboration. In this article, we will guide you through the process of managing sub-accounts effectively.
Why Use Sub-Accounts?
Sub-accounts enable you to allocate specific permissions to different users in your clinic. This functionality allows for tailored access to features such as scheduling, patient management, billing, and clinical documentation. By creating sub-accounts, clinic administrators can ensure that each team member has appropriate access, helping maintain privacy and compliance with healthcare regulations.
Step-by-Step Guide to Manage Sub-Accounts
Follow these steps to create and manage sub-accounts in Jane App:
- Log in to your Jane App account.
- Navigate to the 'Account Settings' section by clicking on your profile icon in the top right corner.
- Select the 'Sub-Accounts' tab from the left-hand sidebar. This will display a list of existing sub-accounts.
- To create a new sub-account, click on the 'Add Sub-Account' button.
- Fill in the required information, including the new user’s name, email address, and role (e.g., practitioner, admin, or staff).
- Configure the specific permissions you want for the sub-account, such as access to appointment scheduling, patient records, or billing features.
- Click 'Save' to create the sub-account. An invitation will be sent to the provided email address for the new user to activate their account.
Editing and Deleting Sub-Accounts
You can edit or delete existing sub-accounts by following these steps:
- In the 'Sub-Accounts' tab, find the user you wish to edit or delete.
- To edit, click on the 'Edit' button next to the user’s name, make the necessary changes, and then save.
- To delete the sub-account, click on the 'Delete' button. Be cautious, as this action cannot be undone.
Conclusion
Managing sub-accounts in Jane App provides a streamlined approach to team collaboration while ensuring that each user has appropriate access. By following the steps outlined in this article, you can effectively create, edit, and delete sub-accounts, thus enhancing your practice's efficiency and security.