Your role in FCR
What you can do in FCR depends on your role. This article explains the four agency roles, what each can do, and a few rules about approvals and supervision that matter day to day.
Roles add up. In a smaller agency, one person might be the practice manager, a supervisor, and carry a caseload. If you hold several roles, you can do everything all of them allow.
The four roles
Service provider (worker)
The people delivering services and documenting the work.
- Create and document their own clinical work.
- Submit documents for review.
- See only the families and referrals they're assigned to.
- Cannot approve documents — their own or anyone else's.
Supervisor
Oversees the clinical work of their direct reports.
- Review, approve, or send back work from the staff who report to them.
- Conduct clinical supervision sessions.
- Keep private supervisor notes about their staff.
- Can also carry their own caseload like a worker.
Practice manager (PM)
The top-level agency role.
- Everything a supervisor can do, agency-wide.
- Invite, set up, and manage staff.
- Run the agency's reports and billing.
- Manage families, referrals, and assignments.
Admin
Handles the back office.
- Work with referrals, monthly reports, and billing exports.
- Does not approve clinical documents (that's a supervisor/PM responsibility).
How approvals work
Clinical work moves from draft → submitted for review → approved.
- A worker submits; they can't approve.
- A supervisor approves the work of their direct reports — the staff recorded as reporting to them — not just anyone in the agency.
- To keep review independent, supervisors can't approve their own documents. If a supervisor also carries a caseload, someone else reviews that work.
- A practice manager can approve work, including their own, since they're the top of the agency.
Direct reports and supervision
A supervisor's authority is tied to their direct reports — the specific staff who report to them. That's what decides whose work a supervisor can review and whose supervision they conduct.
Supervisors, practice managers, and admins can write and read private supervisor notes about staff. The staff member those notes are about never sees them — there's no path, link, or screen that exposes them. This keeps coaching, performance, and personnel documentation appropriately confidential.
A note on FCR support
You may occasionally hear about a "platform admin." That's an FCR support role on our side, used to set up new agencies and help with account recovery. It is not an agency role and has no access to your families' or clients' clinical data.
FAQ
Who can change my role? Practice managers manage roles and staff. If your access doesn't match what you do, talk to your practice manager.
I'm a supervisor but I can't approve a particular worker's notes. You can only approve work from your direct reports. If that worker doesn't report to you, the approval goes to whoever they do report to.
I both supervise and carry cases. Who approves my own clinical work? Not you — supervisors can't approve their own documents. Another supervisor or a practice manager reviews it.