Adding a New User to Osmind

When you need to add a new staff member to your Osmind account, Osmind handles the setup on your behalf. To get started, all you need to do is let us know who you're adding and which permission template fits their role. Once you've decided, please submit this form.

Choosing a User Type

Office Staff

Best for: Front desk, intake coordinators, technicians, administrative support

Includes client management, scheduling, care team assignment, basic billing, fax viewing, and lab viewing.

Billing Staff

Best for: Billing coordinators

Full billing access, limited access elsewhere — no charting or scheduling.

Clinician

Best for: Clinicians (standard)

Full clinical access: charting, scheduling, labs, and care plans. No org-level admin rights.

Clinician Super Admin

Best for: Senior clinicians who also oversee operations

Everything in the Clinician template, plus org-level admin access — billing management, charting on behalf of others, and org-wide resources.

Super Admin

Best for: Practice managers, non-clinical operations staff

Broad operational access including billing, scheduling, and org resources. No clinical charting rights.

Quick Reference

Questions?

Not sure which type fits? Reach out to Osmind Support and we'll help you figure it out before adding the user.