I’m an independent contractor (solo practitioner, one-man shop, etc), do I need my own Organization?
For independent contractors who don’t already have a CaseGuide account:
Added to Existing Organization (not recommended): independent contractors without a CaseGuide account can be added to an existing Organization before being invited to a Case. This would result in the independent contractor receiving an email to activate their CaseGuide account, at which point they would have access to the Case. The existing Organization would then pay for that new user license the same way it would for adding a new account for a full time employee.
Invited: independent contractors without a CaseGuide account can simply be invited to an existing Case. This would result in the independent contractor receiving an email to create their own Organization before gaining access to the Case. This would result in the Independent Contractor being responsible for paying for the new user license.
For independent contractors who already have a CaseGuide account:
Added to Organization: independent contractors who already have a CaseGuide account cannot be added to another Organization; they can simply be invited to join a Case.
Our Recommendation
Our recommended best practice is for independent contractors to create their own single-member Organization in CaseGuide, even if they have just one client in the system (today). This keeps licensing “clean” should the independent contractor take on a second client in the future, lose the first client, or encounter another unforeseen event. Having their own Organization would also allow the independent contractor to create and manage their own Cases, Users, etc.