Important to note: Only users that have the permission to "EDIT OTHER USERS" or "EDIT ROLES" can change user settings.

Setting up staff with billing permissions can be done in two ways:

  • Selecting the Specific User Permissions required to bill, and/or

  • Creating a specific Role (for example: Billing admin)

Both will need the same permissions. Creating a role will allow you to apply the same user permissions as needed for any staff moving forward.

Adding Billing Permissions:

  • Navigate to Settings > Account

  • Select ROLES > Add Role


  • Navigate to Settings > Account

  • Select USERS > select a specific Clinic User from the List

  • Add Permissions (under Permissions Tab)

Permissions that a User will require to Bill:




Billers will need to communicate with providers/the clinic team with regards to claim information


Billers will need to access visits to check for appointments/ billing


Biller will need to access certain areas of the chart:

  • Files

  • Appointments

  • Billing History

Archive Patients (optional)

Depending on office policy, patients may need to be archived (deceased)

Merging Patients (recommended)

Duplicate patients are often found through billing


Adding referring providers to billing items

Billing Dashboard

To Review/Manage all provider billing

Public Billings

Insured Billing/ Custom Template Billing

Private Billings

Add Private Bills/ Invoice/ Process Payments


If applicable

View Embedded Views

For Providers that want to view their billing (snapshots) if they have Analytics configured.

Billing Settings (optional)

  • To add custom and third party codes

  • To create Billing Tags

Last updated: February 2021

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