Team Management
How to manage your team within Rehab Guru
By Simon and 1 other2 authors10 articles
- Managing Team MembersLearn how to manage your team members, including adding, removing, and inviting new users to your Rehab Guru team.
- Sharing Exercise Programmes with External UsersSharing programmes with users outside your team is now covered in Saving and sharing an Exercise Programme with other Rehab Guru Users.
- Setting a Reply Address for Exercise ProgrammesLearn how to set a reply address for exercise programme emails in Rehab Guru, whether you are part of a team or a solo user.
- Managing Client CasesLearn how to create, edit, and manage client cases, including assigning cases to treatment notes, exercise programmes, and forms.
- Configuring Team Auto LogoutLearn how to configure and manage the auto logout settings for your Rehab Guru account to ensure security during periods of inactivity.
- Enforcing Team Password ExpirationLearn how to enforce password expiration for your team in Rehab Guru, ensuring enhanced security by requiring periodic password changes.
- Creating and Managing a TeamAdd seats, name your team, choose enable or enforce collaboration, and set team-wide security and notification settings.
- Setting Up Collaboration for your TeamLearn how to set up collaboration in Rehab Guru, including adding team members, sharing clients and managing diaries efficiently.
- Analytics & Data DashboardUse the Dashboard and the Analytics pages to see appointments, treatment notes, programmes, clients and billing for your clinic.
- Creating Custom Roles for your TeamHow to create a custom role with tailored permissions and assign these to your team members.