How to set up a group practice in PracticeLite

Group practices use the Practice Pro plan. It includes one practitioner, and each additional practitioner is a seat at $29/month.

Open Practice Users. Under Seats Management, add a seat. Then, under Invite New User, enter their first name, last name and email, choose a role, and press Send Invite. They get an email, set their own password, and sign in with their own login.

• Practitioner: sees clients and their own schedule.
• Admin: also manages settings, staff and billing.
• Biller: manages invoices, payments and insurance.

An invite holds a seat until it’s accepted or revoked, so add the seat before you invite.

In Appointment Settings, set the practice’s default hours. Under User Availability, each person either inherits those hours or gets a custom schedule, like a practitioner who starts later or doesn’t work Fridays.

Appointment types (and their prices and billing codes) are shared, so the practice charges consistently. The Appointments calendar shows everyone’s sessions at once, labeled with each practitioner’s name.

In Settings → Client privacy between practitioners, choose one:

• Everyone on staff sees every client: good for practices that share a caseload or cover for each other.
• Practitioners see only their assigned clients: each practitioner sees only clients whose care team they’re on, plus their own appointments. Admins and billers still see everyone.

Assignment comes from each client’s care team. For clients you already see, press Assign from appointment history: it adds the practitioners each client has seen and makes the most frequent one primary. On any client’s profile you can add a practitioner to the care team, for example as a backup, or change who’s primary.

In Settings → Request page for new clients, add a short welcome message, turn the page on, and Copy link. Put it on your website, Google Business profile, directory listings or social bios.

New clients enter their contact details, what they’re looking for help with, when they’re available, the insurance they’d like to use, and (optionally) who they’d like to see. Each request lands in Requests. Choose a practitioner under Match with and press Match and add as client: they’re added as a client, already on that practitioner’s care team. Requests you can’t take can be declined.

The request form tells people it isn’t for emergencies and points them to 911 or 988.

Open Team & Coverage and add time off (vacation, sick days, leave) or on-call shifts (a weekend birth call, after-hours crisis coverage) for anyone on the team.

The page shows who’s on call now and who’s away now, and lists every appointment that falls in someone’s time off. Clients with a backup practitioner show who that is; clients without one are flagged No backup on the care team, so you can reschedule or assign cover before the week starts.

Practitioner Earnings shows, for any month, each practitioner’s visits and charges (by visit date) and what was actually collected (by the date the money arrived, from clients and insurance), plus what’s still owed.

If you pay associates a percentage, enter their share (for example 60 for a 60/40 split) to see their share and what the practice keeps. Export CSV for payroll or your accountant. It’s reporting only: nothing is paid out automatically. Practitioners see their own numbers; admins and billers see everyone’s.