Access to specified sections can be manually allowed or denied for each user.

Another way to assign security privileges to users is to select or create a Role, assign accessibility to the role, and then assign that Role to a User. This will eliminate the need to go into every section of billing for each user and repeat the process.

1. Click on the expander node next to Roles.

2. Click on the expander node next to one of the Roles in the list. (Screenshot shows Office Manager selected)

3. Click the expander node next to Billing

4. Click on Billing

5. Click inside the box next to Accessible-This will allow any user assigned the Role of Office Manager to access the Billing Menu option

6. Click the expander node next to Billing Maintenance

7. Double Click Adjustment Maintenance

8.  Click on a specified action to allow access (green check mark), deny access (red X) or default to the user's individual privileges (leave blank ). Clicking on Allow All button will place a check in all boxes and Clicking on Deny All will place a red X in all boxes.

Add code-Allows user to add new adjustment codes in Adjustment Maintenance dialog

Edit code-Allows user to edit adjustment codes

Inactivate code-Allows user to mark an adjustment code Inactive.

Repeat Steps 7 and 8 for each section/action under Billing

Edit code-Deny access or allow user to Edit CPT Maintenance

Inactivate code-Deny access or allow user to mark a CPT code Inactive

Add code-Deny access or allow user to add a Custom Charge code

Edit code-Deny access or allow user to edit a Custom Charge code

Inactivate code-Deny access or allow user to mark a Custom charge Inactive

Accessible-Deny access or allow user access to the Fee Schedule menu option

Add Fee Schedule-Deny access or allow user ability to Add a new Fee Schedule

Edit Fee Schedule-Deny access or allow user ability to make edits within the Fee Schedules

Inactivate Fee Schedule-Deny access or allow user the ability to make a Fee Schedule Inactive

Add Code-Deny access or allow user the ability to Add a new Code from the HCPCS/CPT list to a Fee Schedule

Update Code Values-Deny access or allow user to Update Code amounts

Edit code-Deny access or allow user to edit a HCPCS code in Maintenance

Inactivate code-Deny access or allow user to change a HCPCS code to Inactive

Edit code-Deny access or allow user to edit a Diagnosis code in ICD Maintenance

Inactivate code-Deny access or allow user to change a Diagnosis code to Inactive

Edit Owner-Deny access or allow user to change Owner/Provider in Charge Details

Accessible-Allow/Deny user access to the Insurance Company Master files/Maintenance

Add Insurance Company-Allow/Deny user to add new insurance companies

Update Insurance Company-Allow/Deny user to update/save insurance companies

Remove Insurance Company-Allow/Deny user to delete/remove an insurance company from Insurance company Maintenance

Accessible-Deny access or allow user access to the Claims Manager

Scrub Claim-Deny access or allow user to scrub claims in the Claims Manager

Edit Claim-Deny access or allow user to edit claims in the Claims Manager

Change Claim Status-Deny access or allow user to change the claim status in the Claims Manager

Rebuild Claim-Deny access or allow user to Rebuild a claim in the Claims Manager

Generate Electronic-Deny access or allow user to generate an electronic claims file in the Claims Manager

Submit Claims-Deny access or allow user to submit claims in the Claims Manager

Print Claims-Deny access or allow user to print claim forms in the Claims Manager

Accessible-Deny access or allow user access to Insurance Payment Posting

Create Payment-Deny access or allow user to Create a new Insurance Payment

Save Claim-Deny access or allow user to apply a payment and save that payment in Insurance Payment Posting

Post Payment-Deny access or allow user to post a payment in Insurance Payment Posting

Apply Payment Details-Deny access or allow user access to add/edit Payment/Remit details in Insurance Payment dialog

Print Payment-Deny access or allow user access to Print Payment in Insurance Payment dialog

Change Next Action-Deny access or allow user to edit the Next Action option in Insurance Payment dialog

Create New Chart/Patient Account-Deny access or allow user to create a new chart or patient account

Allow Check Self Pay-Deny access or allow user to check the box next to self pay option on patient account information bar

Add On Hold/Claim Notes-Deny access or allow user access to comment in the On Hold notes section or the Claims Notes section in the Claims Tab

Delete Claim-Deny access or allow user to remove/delete claims in the Claims Tab

Edit Charge-Deny access or allow user to edit charges in the Claims Tab

Edit More Info-Deny access or allow user to edit More Info dialog in the Claims Tab

Select CMS1500-Deny access or allow user to select/view the CMS 1500 claim form from the Claims Tab

Add Dependent-Deny access or allow user to add a dependent to a Patient Account Family tab

Make Payment-Deny access or allow user to make a payment in the Patient Account Family tab

Add Charge-Deny access or allow user to add a charge from Patient Ledger

Edit Charge-Deny access or allow user to edit a charge from Patient Ledger

Delete Charge-Deny access or allow user to delete a charge from Patient Ledger

Add Adjustment-Deny access or allow user to apply an adjustment from Patient Ledger

Edit Adjustment-Deny access or allow user to edit an adjustment from Patient Ledger

Delete Adjustment-Deny access or allow user to delete an adjustment from Patient Ledger

Add Payment-Deny access or allow user to add a payment from Patient Ledger

Edit Payment-Deny access or allow user to edit a payment from Patient Ledger

Delete Payment-Deny access or allow user to delete a payment from Patient Ledger

Print Receipt-Deny access or allow user to print a receipt from Patient Ledger

Create Visit-user to create a new visit in New Charges tab

Delete Visit-Deny access or allow user to delete a visit in New Charges tab

Add Adjustment-Deny access or allow user to add an adjustment to a charge in New Charges tab

Delete Adjustment-Deny access or allow user to delete an adjustment in New Charges tab

Add Payment-Deny access or allow user to add a payment to a charge in New Charges tab

Delete Payment-Deny access or allow user to delete a payment in New Charges tab

Add Charge-Deny access or allow user to add a charge to a visit in New Charges tab

Delete Charge-Deny access or allow user to delete a charge in New Charges tab

Edit Charge Details-Deny access or allow user to edit charge details

Add More Info-Deny access or allow user access to the More Info dialog in New Charges tab

Mark as Incomplete-Deny access or allow user to mark a charge as Incomplete in New Charges tab

Change Follow-Up Action-Deny access or allow user to change the Follow Up action in New Charges tab

Enter Claim Comments-Deny access or allow user to enter claim comments to a charge in New Charges tab

Apply Co-Pay-Deny access or allow user to apply a Co-Pay to a charge in New Charges tab

Apply Pre-Pay-Deny access or allow user to Apply a Pre-Pay to a charge in New Charges tab

Omit from Statement -Deny access or allow user to omit a charge from a claim in New Charges tab

Post a Visit-Deny access or allow user to Post a Visit to the Ledger from the New Charges tab

Select a Scheduplate-Deny access or allow user access to scheduplates in Schedule tab

Add a Referral-Deny access or allow user to add a referral to an appointment in Schedule tab

Change the Status-Deny access or allow user to change an appointment status in Schedule tab

Set a Recurrence-Deny access or allow user to set a recurring appointment for a patient in Schedule tab

Add a Resource-Deny access or allow user to add a Resource in Schedule tab

Delete an Appointment-Deny access or allow user to delete a scheduled appointment in Schedule tab

Edit Resource-Deny access or allow user to edit a resource in Schedule tab

Enter Visit Comments-Deny access or allow user to enter visit comments in Schedule tab

Check Insurance Verification-Deny access or allow user to check Insurance Verified in Schedule tab

Check in a Patient-Deny access or allow user to check in a patient in Schedule tab

Take a Co-Pay-Deny access or allow user to take a co-pay in Schedule tab

Create a New Visit-Deny access or allow user to create a new visit in Schedule tab

Print a Visit-Deny access or allow user to print a visit in Schedule tab

Open Statements-Deny access or allow user access to the Statements tab in Patient Account

Edit Demographics-Deny access or allow user to edit demographics in Payer/Non-Patient Account

Add Dependent-Deny access or allow user to add a dependent to a Payer/Non-Patient Account

Delete Dependent-Deny access or allow user to delete a dependent in a Payer/Non-Patient Account

CPT Master-Deny or allow user access to view/print the following reports from Billing -> Reports menu

HCPCS Master

ICD Master

Custom Charge Master

Adjustment Master

Fee Schedule Report

Dependency Report

Duplicate Report

Payment Summary

Production By Procedure

Daily Receivable Summary

Statement Report

Outstanding Insurance

Credit Balance Report

SOAPnote Audit Report