The Practice Manager role is designed for clinic owners and administrators who need to manage the team and organisation settings without necessarily recording their own sessions. It sits between a Practitioner and the account Owner in terms of permissions.
Practice Manager is available on the Professional plan and above.
What a Practice Manager can do
Manage the team — add members, resend pending invites, change roles, apply tags, and remove users from the organisation
Manage organisation templates — create, edit, and share templates across the team
Access Clinic Setup — manage organisation settings including integrations, tags, and preferences
What a Practice Manager cannot do
Cannot access account billing
Cannot change the total number of seats on the account (but can add members to the clinic if the current seat count allows)
Cannot transfer account ownership or change another user's role to Owner
Cannot delete the organisation or cancel the subscription
Cannot record sessions or generate notes by default (the Owner can enable this)
Practice Manager vs Practitioner — quick comparison
Feature | Practitioner | Practice Manager |
Record sessions + generate notes | ✓ | Optional (Owner can enable) |
Use organisation templates | ✓ | ✓ |
Add / remove members, manage roles & tags | ✗ | ✓ |
View all clinicians' sessions | ✗ | ✓ |
Access billing | ✗ | ✗ |
Manage organisation templates | ✗ | ✓ |
How to assign someone the Practice Manager role
Go to Settings → Clinic Setup and open the Members tab
Find the user in your members list
Change their role to Practice Manager — the change takes effect immediately
You can also assign the Practice Manager role when adding a member — select it as the role before sending the invite.
Note: only the account Owner or an existing Practice Manager can change member roles.
Note on billing access
Billing is controlled by the account Owner only. Practice Managers cannot view or change billing.
Still have questions?
Chat with us via the help widget inside PatientNotes or email [email protected].