Talk to our team4.0Organization
Your whole practice,
one workspace.
Bring every provider onto one Callie. Schedules merge into one grid, patients and notes are shared with full history, and owners set the rules once for everyone.
Book a demo with our teamMulti-provider organizations are included on Plus
4.1Shared Schedules
Every schedule, one grid
Open the provider switcher on any page and act as a teammate: their calendar, their patients, their rates. Or view all providers at once and the whole clinic merges onto one grid, every session tagged with its owner.
Act as any teammate
Admins can book, edit, and finalize on a teammate’s calendar. The switcher follows you across schedule, patients, reports, superbills, claims, and payouts.
One merged grid
View-all mode lays every provider’s day side by side, with each session carrying its owner’s avatar and name.
Scoped by role
Regular providers see their own calendar only. Switching into a teammate’s view is an owner and admin capability.
4.2Members & Roles
One code brings the team in
Share your organization code and providers request to join. Every request waits for an owner or admin to review it, so nobody touches patient data until you say so. Roles keep owners, admins, and providers in their lanes.
Approval built in
Join requests sit in a pending queue on the Members tab until an owner or admin reviews them. Deny works too.
Granular permissions
Owners hold every capability. Admins get exactly the ones you grant: approve members, manage roles, edit rates, org settings.
Sponsored seats
Approve a teammate onto a seat your organization pays for. Their Plus is covered and managed from Team Seats.
4.3Shared Patients
One chart, every hand on it
Turn on patient sharing and every active member can view and edit every chart, book sessions, and charge, like one shared practice. Patients keep their owner, so billing defaults, intake, and the patient portal never get confused.
Owners stay owners
Sharing widens access without moving ownership. Reassigning a patient is the explicit act that transfers it.
Notes keep their history
Every clinical note carries an authorship ledger: who created it, who edited it, who finalized it, and when.
Reassignment built in
Move a session or a whole recurring series to another provider. Chart access follows automatically.
4.4Cross-Provider Reports
Reports that see the whole clinic
Owners and admins land on all-providers by default: sessions, collections, patients, and claims across the practice in one view. Filter to one provider, a few, or everyone, over any date range, with comparisons to the previous period.
Clinic-first default
Owners and admins open on the whole organization. Members see their own numbers.
Five tabs deep
Overview, appointments, financials, patients, and insurance, each filterable by provider, date range, and billing type.
Export everything
Download visits and the patient roster as CSV for any date range and provider scope.
4.5Org Rules & Branding
Set the rules once
Org-wide settings live in one place: what gets shared, who can reassign, whether members see the roster, and where payments land. Your practice name and logo ride along, on shared patient lists and on the superbills you hand to families.
Per-member exclusions
Share patients or templates org-wide while keeping specific members’ caseloads private.
Payout routing
Route members’ session payments into one shared account, or keep every provider’s payouts individual.
Branding on superbills
Superbills carry your practice name by default, with custom logo upload included on Plus.
Bring your team to Callie.
Organizations are included with Callie Plus. Every provider, one workspace.