Access the practice group | Account permissions
Use the practice group dropdown to view the collective information for all providers in the practice.
Access the practice group
Select the practice group header and then select the practice group.
Once the Practice Group is selected, you can see all information for the practice group instead of an individual provider.
While the practice group is selected, individual provider settings are not available.
One primary use of the Practice Group option is to view reports for the entire practice. When you select Practice Group, you can view the totals for all providers. The following images show the Day Sheet for an individual provider and the practice group.
With one provider selected, only the totals for the selected provider show.
With Practice Group selected, the totals for all providers in the practice show.
Account permissions
View Practice Group permission
The View Practice Group permission is required. This permission is turned on by default for DrChrono public roles.
Provider Dropdown permission
Another useful, but not required, permission that can be helpful in multi-provider practice groups is Provider Dropdown, which allows users to access multiple providers in the practice. When this permission is turned on, multiple providers appear in the dropdown.
