Group Practice Setup
Invite clinicians and staff, run multiple phone lines, assign permissions, and isolate each provider's data — all under one account.Setting up a group practice account
Every Soli account starts with a single owner — usually the practice founder or managing clinician. The owner has full administrative control: billing, team membership, phone number provisioning, AI configuration, and audit log access. To run a group practice, the owner picks a multi-line plan and invites team members.
The Duo plan ($29/month) includes 2 phone lines for two-provider practices. The Practice plan ($49/month) includes 5 lines for small groups. The AI plan ($99/month) adds the full AI receptionist and intake suite on top of 5 lines. Any plan can add lines at $9 per line per month.
Adding team members and assigning roles
Go to Settings > Users to send invitations. Enter an email address and the recipient gets a link to create their own Soli account. On acceptance, they join your practice under the role you assign.
Three roles are available:
Owner. Full administrative control. One owner per practice, with the option to transfer ownership to an admin. Manages billing, provisions and deactivates phone numbers, configures AI settings, controls 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, minus billing and ownership transfer. Typically assigned to office managers or senior clinicians who handle daily configuration and team oversight.
Clinician (member). Can place and receive calls, message on assigned lines, view voicemails and call history, use team chat, send reminders and faxes, and manage personal settings. Cannot provision numbers, configure AI, change call routing, or view the audit log.
Managing multiple phone lines
Each line in Soli Line is a separate phone number with its own call history, message threads, voicemail greeting, and routing rules. Lines come in two forms: individual lines (one number per clinician) and shared lines (one number used by multiple team members).
Individual lines suit practices where each provider wants a direct number — patients call the provider's line and only that provider (plus admins) sees the messages. Shared lines work well as a main office or intake number where several staff members need visibility into calls and messages.
To provision a line, the owner or admin opens number management, picks a local or toll-free number, and assigns it to a team member or marks it as shared. Each line gets its own voicemail greeting, business hours, routing rules, and auto-reply messages.
Per-line permissions
Access to each line is managed individually. When the admin grants a team member access, the admin's device unwraps the line's encryption key and re-wraps it with the new member's personal key before sending the wrapped copy to the server. The server never sees the raw key.
Removing a member from a line deletes their wrapped key copy from the server, blocking decryption of new messages on that line. When a clinician leaves the practice, access to that line's communications is revoked immediately.
Shared vs. individual contacts
Soli Line keeps a unified contact card for each patient or caller, showing SMS messages, call history, voicemails, and intake summaries across every line that person has used. Visibility is scoped to the lines you are authorized to access.
If a patient has texted the main office line and also communicated on a clinician's individual line, the admin (with access to both) sees the full picture. The clinician sees only the lines they are assigned to. This preserves appropriate boundaries while giving administrators the oversight they need.
Team messaging channels
Internal team messaging lives separately from patient-facing SMS. Create channels by purpose — "Front Desk" for scheduling, "Clinical Team" for case coordination, "General" for practice-wide updates. Direct messages between team members are also supported.
All team messages are encrypted end-to-end. Admins can see metadata (who sent a message, when, on which channel) but cannot read message content. This is intentional: administrative oversight covers usage patterns and compliance, not the substance of private team conversations.
Admin dashboard and usage reporting
The admin dashboard gives a practice-wide usage overview: call counts, average durations, message volumes, and peak hours — broken down per line and rolled up across the practice. This is structural metadata only; it never includes message content, call audio, or transcript text.
Use it to spot patterns. If a line is consistently busy at certain hours, add another line or adjust routing. If message volume is climbing, decide whether the team needs more support or whether auto-replies would absorb the load.
Audit logs for compliance
Soli Line keeps an append-only audit log recording who sent messages, on which line, and when. The log stores metadata only — it confirms that a message was sent from a given line at a given time by a specific team member, but it does not include message content. This gives your practice the accountability compliance requires without exposing private communications.
Only the owner and admins can view the audit log. Find it under Settings, filterable by date range, line, and team member.
Billing for group practices
Billing is simple. Pick a base plan that sets your included line count:
Duo ($29/month): 2 lines included. Sized for two-provider practices.
Practice ($49/month): 5 lines included. Built for small group practices.
AI ($99/month): 5 lines included plus the full AI receptionist, call transcription, intake collection, and calendar integration.
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 — invite as many team members as you need. Billing is based on lines (phone numbers), not seats.
Every plan offers monthly or annual billing, with annual saving roughly 15 percent. The owner manages the subscription through Settings > Billing, which opens the Stripe portal for payment updates, invoices, and plan changes.
If the practice also uses Soli Forms, it is billed separately at $29/month. Both products share one account and login, so your team needs only a single set of credentials.