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Delegating billing access to individual users and groups

📌 Note: Billing segregation is not yet available. This feature is currently in development and will be rolled out at a later date.

By default, all users can view all billing information. You can enable billing data segregation to control who can view billing information in your clinic. For a complete overview of billing data segregation, refer to Billing data segregation overview.

When you grant billing access to a user, they can view your bills from:

  • Billing dashboard

  • Bills created in encounters

  • Patient chart (insured and private billing)

  • Visits dashboard (insured and private billing)

All users that bill must manage their delegation list. If you leave the delegation list blank, only the provider sees their own bills. Your billing team members cannot access billing information unless you explicitly delegate access.

⚠️Important:

  • You must set up your delegation list before enabling billing data segregation.

  • To manage billing delegation efficiently, create a group for your billing clerks and assign it to each provider. When a new person joins your billing team, simply add them to that group and they automatically gain access to all assigned providers.

  • Billing segregation is a permanent CHR feature that ensures system consistency.​

Steps

  1. At the top of the main menu, click your avatar image > Profile.

    💡Tip: If you have Edit Other Users and Billing delegation settings permissions, you can configure billing delegates for other providers. This enables administrators to manage billing delegation across your entire organization rather than requiring each provider to configure their own settings in the Billing Delegation window.

  2. Click the Billing tab at the top right of your profile.

  3. In the Search for active members or groups field, type the name of the user or group you'd like to delegate billing access to and select them from the search results.

    • When a group is selected, the group name is added to the delegation list along with the number of users within that group.

4. To revoke billing access for a user or group, click the trash can icon next to their name.
📌 Note: If a user is deactivated after being added to the delegation list, they will remain on the list and you must manually remove them.

5. Click Save.

6. When prompted, enter your password to confirm and save your changes.
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Updated May 22, 2026

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