When You’ll Use This Article:
Log in for the first time
Understand which tools your role can access
Verify the correct permissions for your team
Troubleshoot login or access issues
Overview
RESTORE-Insights uses role-based access to ensure each team member sees the tools they need for their daily work. Once logged in, your dashboard and navigation options adjust automatically based on your assigned permission level.
This article covers:
How to log in
What each user role can see
How permissions impact daily workflows
How to Log In
Open app.restoreinsights.com
Enter your email and password
Select Log In
If prompted, update your password
Once logged in, you’ll land on your Dashboard
If You Cannot Log In
Confirm your email address is correct
Try resetting your password
Clear browser cache or switch to Chrome
If access still fails, contact Support using the purple Intercom icon
User Roles & Permission Levels
Therapist
Access to:
Daily Schedule
My Day
Daily Notes
Evaluations
Progress Notes
Planning (if enabled by facility)
EOC (Episode of Care)
Bulk Sign (therapist-level only)
Own productivity and time tracking
Assistant (PTA/COTA)
Access to:
Daily Schedule
My Day
Daily Notes
Co-sign workflows
Planning (if enabled)
EOC (view only for some items)
DOR / Director Role
Full access to:
My Day (DOR view)
Docs Due List
Supervisory Visit Tracking
Bulk Signature (all disciplines)
Monthly Closeout Dashboard
Scheduling & Planning (all disciplines)
Labor & Productivity Reports
Compliance & Alerts
Service Log Matrix
Census & High-Level Reporting
Physician
Access to:
Assigned documents requiring signature
Bulk Sign tool
Document review
Plan of care confirmation
Key Rules & Behaviors
Access is determined by your assigned role at setup.
Role changes must be requested through your facility or organization leads.
Some tools only appear once a user has clocked in (if time tracking is enabled).
Therapists and Assistants only see patients assigned to their caseload.
DORs see all facility-level information.
Common Questions
My dashboard looks different than someone else’s. Is something wrong?
My dashboard looks different than someone else’s. Is something wrong?
No — the dashboard adjusts based on your role and permissions.
Can assistants complete progress notes?
Can assistants complete progress notes?
No. Only evaluating therapists can create or complete progress notes.
Who can bulk sign documents?
Who can bulk sign documents?
Therapists can bulk sign their own documents. DORs can bulk sign across all disciplines.
How do I change a user’s role?
How do I change a user’s role?
Contact Support or your account lead. Role changes cannot be completed by end users.
I logged in but my schedule is empty. What should I check?
I logged in but my schedule is empty. What should I check?
Confirm your Episode of Care is active, verify any planned minutes in the Scheduler, and verify with your DOR that the patient has been scheduled to you.
Troubleshooting
If you can’t see a feature, verify your assigned role
Clear browser cache or switch to Chrome if pages don’t load
If permissions appear incorrect, contact Support with the user’s name and role
If you’re a new therapist and don’t see patients, confirm assignments in the Planner
Please reach out via the purple chat button in RESTORE-Insights if you need any further assistance!