Roles, and how people are added to an organization

An organization on ExpressAgain has five roles. An organization administrator sees every patient the organization follows, enrolls patients for any provider, runs the team, and sets up locations, practice groups, the escalation window, the chart system and the billing details. A practice group administrator does the same for every location of one practice group (a group of locations that forms one medical practice inside a bigger organization), but never another group and never the organization's own settings; they cannot make someone an organization administrator. A location administrator does the same for their own location, one office of the organization (they cannot make someone an organization or practice group administrator). A provider sees the patients they are primary for, covering or coordinating, enrolls patients with themselves as the primary provider, and adds a covering colleague, a care coordinator or staff to their own patients. Staff see the patients of the providers they work with and open a patient's record when a provider adds them to that patient's coverage.

Anyone can be the first person. ExpressAgain sets an organization up and adds its first person in whatever role fits — often a provider who does not run the practice, with the administrator added later. More people are added from the organization's row at ExpressAgain, or by the organization itself from Team. In preview (before the agreement is signed) the team is small, three people unless agreed otherwise: administrators invite, and a provider may invite a staff member who works with them or another provider. Once the agreement is signed, the organization's administrators invite everyone they need from Team.

Everyone added gets an invitation email that says what ExpressAgain is, what their role can do, three first steps, a button to set their password, the Help Center articles for their role and a link to book a virtual training session. If the invitation is still waiting after three days, one reminder goes out with a fresh link (the earlier link stops working); there is never a second reminder. After they set a password, a You're in email follows with a getting-started checklist. None of these emails carries anything about a patient.