📌 Note: Billing segregation is not yet available. This feature is currently in development and will be rolled out at a later date.
Billing data segregation is a feature that controls which billing information users can view based on their role and delegated permissions.
By default, billing data segregation is disabled, and all users can view all billing information across your clinic. If you want to restrict billing data visibility, you can enable billing data segregation. When enabled, practitioners see only their own billing information, staff members and other practitioners see only the billing information from practitioners who delegated access to them, and account owners see all billing information.
When you disable billing data segregation, all users can view all billing information again. For more information, refer to Billing data segregation overview.
⚠️ Important: Before you enable billing data segregation, you must set up billing data delegation for all users who need access to your billing information. Refer to Delegating billing access to individual users and groups for more information.
Steps
From the main menu, click Settings > Billing.
In the Billing Settings window, under the Billing Data Segregation section, select the Enable Billing Data Segregation checkbox to activate the feature for your clinic.
📌 Note: The default state for all new clinics is disabled. This setting is visible only to users with the Patient Settings permission.
Updated May 22, 2026