Roles in Wellovis
Designed for Every Role
in Your Practice
One connected platform supporting administrators, practitioners, staff, and clients with the right tools and permissions for everyone
One Platform, Multiple Roles
Each role has access to the tools and information they need while maintaining appropriate privacy and permissions. This allows practices to collaborate while keeping client information secure and organized.
Four Roles, One Platform
Each role has the specific tools and access they need
Administrator
Practice owners, clinic managers, directors
- Manage practice settings
- Add and manage practitioners
- Configure services and schedules
- View practice activity and reports
- Manage user permissions
- Oversee billing and operations
Practitioner
Therapists, psychologists, wellness practitioners
- Manage their schedule
- Access client records
- Write session notes
- Track sessions and activity
- Conduct virtual sessions
- Manage client communication
Administrative Staff
Receptionists, coordinators, office staff
- Schedule and manage appointments
- Assist with client onboarding
- Manage calendars and availability
- Coordinate communication with clients
- Support daily clinic operations
Client
Clients receiving services
- Book appointments
- Manage upcoming sessions
- Access appointment details
- Complete intake forms
- Communicate with the practice
Flexible Permissions & Access Control
Role-based access ensures users only see information relevant to their role
Role-Based Access
Users only see information relevant to their role
Privacy Protection
Client data is protected with appropriate permissions
Flexible Configuration
Customize access levels based on your practice needs
Protecting client privacy while enabling team collaboration
Built for Solo & Group Practices
Whether you run a solo practice or manage a larger clinic, Wellovis allows you to assign roles based on your team structure.
Start with one practitioner and expand as you grow.