ThoroughCare

Create task types and set their ordering as the default listing for a practice.

Configurable Task Types

Users may add a credential to their profile which will populate next to usernames on notes and updates.

Adding User Credentials

How an Administrator Can Reset User Passwords

How to Reset User Passwords - Administrator

Create Configurable Call Purposes and save their ordering as the default listing for a practice.

Configurable Call Purposes

View system and user action history for a practice

Audits - Management

New Feature That Allows Admins to Create Custom Time Log Tasks

Time Log Categories

Jake Ratkovich

Admin Only

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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