For a CHR user to bill, they require certain permission. Alternatively you can create a specific billing user role allowing you to apply the same user permissions to users in the future. See Creating and modifying user roles.
See Modifying a user's permissions for more information on how to add permissions.
The following permissions a CHR user requires to bill within the CHR.
You need to communicate with providers or other clinic team members.
You need to access the Schedule and Visits dashboard to check appointments and subsequently created billing items.
You need to access certain areas of the chart:
Archive Patients (optional)
Depending on your clinic policy, patients may need to be archived.
Merging Patients (recommended)
Duplicate patients are often found through billing.
You need to add referring providers to billing items.
You need to review and manage all created billing items.
Used for Insured billing or custom template billing
Used for adding private bills, invoices and process payments.
View Embedded Views
This is for users who want to view their billing (snapshots) if they have Analytics.
Billing Settings (optional)
Last updated: February 2021