Permissions

Different user permissions and what they mean

To better understand the various settings, refer to the on-screen descriptions that provide detailed information about each permission that can be assigned to a user.

The Permissions are listed below: 

• Full access to all areas of the program – This unique permission grants complete access and supersedes all other permissions.
  • A user with this permission possesses the same privileges as the ADMIN user, with the exception of modifying the ADMIN password or enabling/disabling user authentication.
• Manage patient statements
• Print or preview statements
• Manage data entry libraries
• Unlock Claims
• Submit claims and retrieve reports
• Add or edit patient records
• Delete patient records
• Add or edit claims
• Delete claims
• Add, edit, and delete payments and adjustments 
• Add, edit, delete, or view document links
• View documents linked to patients
• Print, preview, and export reports
• Manage payer/physician/auth libraries
• Unlock patients
• Merge patients
• Review data for import
• Manage Add-On Services