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:
|
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) |
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Last updated: February 2021