Assigning billing permissions to users

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.

Permission	Description
Inbox	You need to communicate with providers or other clinic team members.
Schedules	You need to access the Schedule and Visits dashboard to check appointments and subsequently created billing items.
Patients	You need to access certain areas of the chart: Files Appointments Billing History
Archive Patients (optional)	Depending on your clinic policy, patients may need to be archived.
Merging Patients (recommended)	Duplicate patients are often found through billing.
Contacts	You need to add referring providers to billing items.
Billing Dashboard	You need to review and manage all created billing items.
Public Billings	Used for Insured billing or custom template billing
Private Billings	Used for adding private bills, invoices and process payments.
Analytics	If applicable.
View Embedded Views	This is for users who want to view their billing (snapshots) if they have Analytics.
Billing Settings (optional)	To add custom and third party codes To create Billing Tags

Last updated: February 2021