Manage your team members

The Team page lists everyone in your clinic, with their role, profession and status. From here you can invite new team members, and edit, resend or cancel their invitations.

Note: All clients, names, emails, appointments and other data shown in the screenshots are sample data we created for this guide. They are not real people or real records.

When to use this

You want to invite another therapist to your clinic.
A team member hasn’t joined yet and needs their invitation sent again.
You want to change a team member’s details or cancel their invitation.

Open the Team page

1. In the left sidebar, click Team.

The Team page opens with Manage your clinic’s members under the title. Each member shows their name, Role, Email, Profession, Clinic, Status and the date they Joined. You’re listed as the Owner.

Type in Search members… to find a team member.
Click Filter to narrow the list.

Invite a team member

1
On the Team page, click Add Member at the top right.

The Adding a team window opens.

2. Enter the team member’s First name, Last name and Email Address.

They’ll use this email to sign in to mePro, so check it carefully. Phone number is optional.

3. Choose their Type.

Choose Free (up to 10 sessions), Part time (up to 80 sessions), Full time (more than 80 sessions) or Admin.

Choose Admin for someone who helps run the practice but doesn’t see clients, such as a receptionist or office manager. See The Admin role below.

4. Optional: under Assigned locations, choose where they work.

Each location shows its name and address, for example Test 1, Toronto, Ontario, Canada.

5. Under Profession, choose at least one profession.

Choose from Psychologist, Psychotherapist, Counsellor, Social Worker, Marriage and family therapist, Behaviour analyst, Addiction Counsellor, Coach, Student in practicum and Supervisor. You can choose more than one; each appears with a tick.

The professions you choose appear under the field. Click the x on one to remove it, or Clear to remove them all.

6. Optional: choose their College and enter their Registration No.

The list includes regulatory colleges such as CRPO — College of Registered Psychotherapists of Ontario, CPBAO — College of Psychologists and Behaviour Analysts of Ontario and OPQ — Ordre des psychologues du Québec. Scroll down for more.

7. Optional: add a supervisor and a bio.

Enter the Supervisor name and Supervisor registration # if they work under supervision. Under Bio, tell clients a little about this therapist.

8. Optional: under Services, choose the services they offer.

Click a service to add it; it’s outlined in blue when selected. Click Select all to add every service, or Clear to remove them. You can add and manage services in Settings. See the Services guide.

9. Check the plan details.

If you’re on the free plan, a blue box explains that to add team members your plan may be upgraded to Group Practice, and that the therapist type you selected is billed separately. Below it you’ll see the change, for example Free (Free) → Group Practice ($69.99/mo), and the cost of this therapist, for example Additional therapist: Part-time ($15.00/mo).

To go ahead, tick Upgrade my account to a Group Practice. Click Billing & Plan to read more about plans.

10. Click Invite.

Invite becomes available once the required details are filled in. Click Cancel to close without inviting.

The team member is added to the list with the Role Therapist, their professions and the status Imported until they join.

The new team member with the status Imported.

The Admin role

An Admin helps run the day-to-day side of your practice. Admins can book and manage appointments and handle other scheduling tasks, but they can’t see clients’ charts or private clinical information, such as session notes.

Can: book, change and manage appointments and other day-to-day tasks.
Can’t: open clients’ charts or see their private data, such as session notes, transcriptions and assessments.

Tip: Give the Admin type to staff such as a receptionist or office manager, so they can keep your calendar running without seeing confidential client information.