Group Practice Setup
Add clinicians and staff, manage multiple phone lines, set permissions, and keep each provider's data separate — all from one account.Setting up a group practice account
Every Soli account starts with a single owner — typically the practice founder or managing clinician. The owner account has full administrative control: managing billing, adding and removing team members, provisioning phone numbers, configuring AI settings, and viewing the audit log. To set up a group practice, the owner signs up for a plan that supports multiple lines and then invites team members.
For Soli Line, the Duo plan ($29/month) includes 2 phone lines and is designed for practices with two providers. The Practice plan ($49/month) includes 5 lines and is suited for small group practices. The AI plan ($99/month) includes 5 lines plus the full AI receptionist and intake suite. Any plan can add extra lines at $9 per line per month.
Adding team members and assigning roles
Navigate to Settings > Users to invite team members. Enter their email address, and they will receive an invitation to create their own Soli account. When they accept, they join your practice with the role you assign.
Soli uses three roles:
Owner. Full administrative control. Only one owner per practice. The owner can transfer ownership to another admin if needed. The owner manages billing, provisions and deactivates phone numbers, configures AI settings, manages team membership, sets call routing and auto-reply rules, accesses the audit log, and configures spam filters, hold music, and call recording.
Admin. Same administrative access as the owner, except they cannot manage billing or transfer ownership. Admins are typically office managers or senior clinicians who need to configure settings and manage the team on a day-to-day basis.
Clinician (member). Can make and receive calls, send and receive messages on assigned lines, view voicemails and call history, use team chat, send reminders and faxes, and manage their own personal settings. Clinicians cannot provision numbers, configure AI, change call routing, or access the audit log.
Managing multiple phone lines
Each phone line in Soli Line represents a separate practice phone number with its own call history, message threads, voicemail greeting, and routing rules. You can set up lines in two ways: individual lines (one number per clinician) or shared lines (one number used by multiple team members).
Individual lines are common when each therapist in your practice wants their own number — clients call their therapist's direct line, and only that therapist (and the admin) can see the messages. Shared lines work well for a main office number or intake line where multiple staff members need to see incoming calls and respond to messages.
To provision a new line, the owner or admin goes to the number management section, selects a local or toll-free number, and assigns it to a team member or marks it as shared. Each line can have its own voicemail greeting, business hours, call routing rules, and auto-reply messages.
Per-line permissions
Access to each phone line is controlled individually. When the admin adds a team member to a line, the system securely shares the encryption key for that line with the new member. This is done through a cryptographic process: the admin's device unwraps the line key and re-wraps it with the new member's personal key, then sends the wrapped copy to the server. The server never sees the actual key.
When a team member is removed from a line, their wrapped key copy is deleted from the server. They can no longer decrypt new messages on that line. This ensures that when a clinician leaves your practice, their access to that line's communications is revoked immediately.
Shared vs. individual contacts
Soli Line provides a unified contact card for each client or caller. The contact card shows all interactions with that person across the lines they have communicated on — SMS messages, call history, voicemails, and intake summaries. However, visibility is limited to the lines you are authorized to access.
For example, if a client has texted the main office line and also communicated on a specific clinician's individual line, the admin (who has access to both lines) will see the full picture. The clinician will only see interactions on the lines they are assigned to. This maintains appropriate boundaries within the practice while giving administrators the oversight they need.
Team messaging channels
Internal team messaging is separate from client-facing SMS. You can create channels for different purposes — a "Front Desk" channel for scheduling discussions, a "Clinical Team" channel for case coordination, or a "General" channel for practice-wide announcements. Team members can also send direct messages to each other.
All team messages are encrypted end-to-end. The admin can see that messages were sent (the metadata — who sent a message, when, and on which channel) but cannot read the message content. This is by design: administrative oversight covers usage patterns and compliance, not the substance of private team discussions.
Admin dashboard and usage reporting
The admin dashboard provides a usage overview for the entire practice. You can see call counts, average call durations, message volumes, and peak hours — broken down per line and rolled up across the practice. This data is structural metadata only; it never includes message content, call audio, or transcript text.
Use the dashboard to understand how your lines are being used. If one line is consistently busy during certain hours, you might add a second line or adjust call routing. If message volume is growing, you can evaluate whether the team needs additional support or whether automation (like auto-replies) would help.
Audit logs for compliance
Soli Line maintains an append-only audit log that records who sent messages on which line and when. The audit log contains metadata only — it shows that a message was sent from a specific line at a specific time by a specific team member, but it does not include the message content. This is intentional: the audit log provides the accountability your practice needs for compliance without compromising the privacy of individual communications.
Only the owner and admins can access the audit log. It is available under Settings and can be filtered by date range, line, and team member.
Billing for group practices
Group practice billing is straightforward. You choose a base plan that determines your included line count:
Duo ($29/month): 2 included lines. Good for two-provider practices.
Practice ($49/month): 5 included lines. Designed for small group practices.
AI ($99/month): 5 included lines plus the full AI receptionist, AI call transcription, AI intake collection, and calendar integration.
If you need more lines than your plan includes, add them at $9 per line per month ($91.80/year if billed annually). There is no per-user fee — you can invite as many team members as you like. Billing is based on lines (phone numbers), not seats.
All plans are available with monthly or annual billing. Annual billing saves approximately 15 percent. The owner manages the subscription through Settings > Billing, which connects to the Stripe payment portal for updating payment methods, viewing invoices, and managing the subscription.
If you are also using Soli Forms for your practice, it is billed as a separate subscription at $29/month. Both products share the same account and login, so your team only needs one set of credentials.