User Roles

What they see

Full visibility into all locations, all providers, all revenue data, all alerts, and all historical trends. The Practice Owner dashboard is the most comprehensive view in CareIncite.

What they can do

Create and manage locations. Add and remove providers. Set practice-wide and provider-level billing targets. Configure billing alerts. Invite and manage team members. Connect and manage integrations including Notenetic. Export data and reports. Upgrade or change the practice tier.

Cannot access

There are no restrictions for this role. Practice Owners have unrestricted access to every feature and data point in CareIncite.

How assigned

The person who creates the CareIncite account is automatically assigned the Practice Owner role. Additional Practice Owners can be designated from Settings by an existing Practice Owner.

What they see

All locations, all providers, revenue data, billing alerts, and historical trends. The Executive Administrator view is nearly identical to the Practice Owner view.

What they can do

Monitor provider output and billing performance. Configure and manage billing alerts. Add and edit providers. Update billing targets. Invite team members with Provider or View-Only roles. Trigger manual data syncs.

Cannot access

Cannot change the practice tier. Cannot remove the Practice Owner. Cannot delete the practice account. Cannot manage billing or subscription settings.

How assigned

Assigned by a Practice Owner when inviting a team member. Select the Executive Administrator role from the role dropdown during the invitation process.

What they see

Only their own billing data: their weekly, monthly, and annual billing totals, their targets, and their personal performance trends. Providers see a simplified dashboard focused entirely on their individual output.

What they can do

View their own billing history and performance trends. See their current billing target and how they are tracking against it. Access their own performance data across time periods.

Cannot access

Cannot see other providers’ billing data. Cannot see practice-wide revenue totals. Cannot access location comparison views. Cannot manage alerts, targets, team members, or settings. Cannot view any administrative features.

How assigned

Assigned by a Practice Owner or Executive Administrator when inviting a team member. Select the Provider role and assign the user to a specific provider profile in the system.

What they see

All locations assigned to their region, all providers within those locations, and comparative performance data across their assigned sites. The Regional Manager dashboard includes a location comparison view by default.

What they can do

Compare revenue performance across their assigned locations. View provider-level data within their locations. Monitor location-specific targets and identify underperforming sites. Access alert data for their assigned locations.

Cannot access

Cannot see locations outside their assigned region. Cannot change practice-wide settings. Cannot manage the Notenetic integration. Cannot invite or remove team members. Cannot modify billing targets at the practice level.

How assigned

Available only on the Multi-Site tier. Assigned by a Practice Owner or Executive Administrator. When inviting a Regional Manager, you must select which locations they will oversee.

What they see

A read-only version of the Practice Owner dashboard. View-Only users can see all locations, providers, and revenue data but cannot make changes to any configuration or settings.

What they can do

View billing performance dashboards. View provider performance data. View location comparisons. View alert history. Export reports for their own records.

Cannot access

Cannot add or edit providers. Cannot modify billing targets. Cannot configure alerts. Cannot manage team members. Cannot access any settings or integrations. Cannot trigger data syncs.

How assigned

Assigned by a Practice Owner or Executive Administrator. Useful for board members, investors, consultants, or other stakeholders who need visibility without the ability to modify configurations.