Employees with the following permissions have various levels of access to the Billing module. These permissions can be enabled via the Permissions module.

1. Access
   • Basic access to the Billing module for creating timesheets.
2. Accrued > Access
   • Access to accrued financial reporting.
3. Billing > Access
   • Access the billing tab.
4. Billing > Create Invoices
   • Access to create invoices from the billing view.
5. Billing > Download
   • Access to export the billing view.
6. Billing > Manage Organization Labels
   • Add, edit, or remove organization billing labels.
7. Billing > Manage Payments Posting
   • Access to post payments for cash, check, credit card, electronic, sales adjustments, invoiced, and activity payment types.
8. Billing > Manage Payments Posting Override
   • This permission has been separated from the (Billing > Manage Payments Posting) permission and allows users to void payments, post bad debt, credit memo, and refund payments. 
9. Billing > Manage Timesheets
   • Manage timesheets on behalf of other employees and clients in their network. This includes converting appointments, being able to add/edit timesheets of others, see billed rates
10. Billing > Override Authorization
    • This permission has been separated from the (Billing > Manage Timesheets) permission and allows users to override timesheet authorization validation restrictions. 
11. Billing > Override Grace Period Validation
    • This permission has been separated from the (Billing > Manage Timesheets) permission and allows users to bypass the grace period validation.
12. Billing > Recon
    • Access to the “Batches” and “Transactions” tab in the Payments screen.
13. Billing > Use organization labels
    • Add and remove organization labels to and from timesheets and payments.
14. Billing > Visit Verification
    • Access to view the “Visit Verification” section. Must be combined with (Billing > Manage Timesheets).
15. Invoices > Access
    • Access to view, manage, and print invoices.
16. Payments > Access
    • Access to the payments module.
17. Service Codes > Manage Organization Labels
    • Add, edit, or remove organization service code labels.
18. Service Codes > Use Organization Labels
    • Add and remove organization labels to and from service codes.
19. Settings > Manage
    • Access to the billing settings.
20. Timesheets > Access
    • Access to the timesheets tab.
21. Timesheets > Allow Conversion Modification
    • Ability to modify timesheets while converting them from an appointment.
22. Timesheets > Delete
    • Ability to modify timesheets while converting to from an appointment.
23. Timesheets > Download
    • Access to export the timesheets tab.
24. Timesheets > Edit Visit Verification Timesheet
    • Edit timesheet’s service code, service address, start time or end time when the service code has visit verification enabled.
25. Timesheets > Manage Timesheets
    • Manage timesheets on behalf of other employees and clients in their network.
26. Timesheets > Override Required Credentials
    • Ability to override required credentials warnings that are triggered when the primary provider’s credentials don’t match the fee schedule’s requirements during timesheet creation.
27. Service Code > Associate Templates
    • Ability to associate a session note template to a service code.

Click here to learn about other permissions.

CentralReach’s “Patient Responsibility” or “PR AMT” is the cumulative sum of the insurance copayment/copay, the coinsurance, and the deductible amounts the client is monetarily responsible to pay, for the services provided. “Patient Responsibility” was previously referred to in CentralReach as “Copay.”

Coinsurance is a client’s share of the costs of a healthcare service. It is usually figured as a percentage of the amount a client is to be charged for services. A client would start paying coinsurance after they have paid their plan’s deductible. In CentralReach, the coinsurance amount is included as part of the Patient Responsibility or PR AMT in billing screens and client invoices.

A copay is a fixed amount a client is responsible for paying for a health care service and is usually paid when the service is received. The amount can vary by the type of service. In CentralReach, the copay amount is included as part of the Patient Responsibility or PR AMT in the billing screens and client invoices.

A deductible is an amount a client is responsible for paying for healthcare services before the health insurance begins to pay. In CentralReach, the deductible amount is included as part of the Patient Responsibility or PR AMT in billing screens and client invoices.