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. Refer to Creating and modifying user roles.
Refer to Modifying a user's permissions for more information on how to add permissions.
A CHR user requires the following permissions 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:
|
Archive patients (optional) | Depending on your clinic policy, patients may need to be archived. |
Merge 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) |
|
Last updated: February 16 2024