Collaborative Health Record (CHR)

Configuring Stripe in the CHR

Customizing your insured payment settings

Assigning billing permissions to users

Creating payment tags

Billing Settings, Custom Codes, Insured Billing, Diagnostic Codes

Diagnosis codes

Configuring account insured billing defaults and settings

Setting your default billing status

Customizing outstanding balance in the patient header

Public billing providers

Soft billing validation for insured payments (Alberta, PEI, Manitoba and BC)

Add tax options for private and third-party billing in Settings >  Tax

Creating taxes

Linking diagnosis sets to payment issuers

Billing Settings

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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