Employees with the following permissions have various levels of access to the Billing module. These permissions can be enabled via the Permissions module.
- Access
- Basic access to the Billing module for creating timesheets.
- Accrued > Access
- Access to accrued financial reporting.
- Billing > Access
- Access the billing tab.
- Billing > Create Invoices
- Access to create invoices from the billing view.
- Billing > Download
- Access to export the billing view.
- Billing > Manage Organization Labels
- Add, edit, or remove organization billing labels.
- Billing > Manage Payments Posting
- Access to post payments for cash, check, credit card, electronic, sales adjustments, invoiced, and activity payment types.
- 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.
- 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
- Billing > Override Authorization
- This permission has been separated from the (Billing > Manage Timesheets) permission and allows users to override timesheet authorization validation restrictions.
- 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.
- Billing > Recon
- Access to the “Batches” and “Transactions” tab in the Payments screen.
- Billing > Use organization labels
- Add and remove organization labels to and from timesheets and payments.
- Billing > Visit Verification
- Access to view the “Visit Verification” section. Must be combined with (Billing > Manage Timesheets).
- Invoices > Access
- Access to view, manage, and print invoices.
- Payments > Access
- Access to the payments module.
- Service Codes > Manage Organization Labels
- Add, edit, or remove organization service code labels.
- Service Codes > Use Organization Labels
- Add and remove organization labels to and from service codes.
- Settings > Manage
- Access to the billing settings.
- Timesheets > Access
- Access to the timesheets tab.
- Timesheets > Allow Conversion Modification
- Ability to modify timesheets while converting them from an appointment.
- Timesheets > Delete
- Ability to modify timesheets while converting to from an appointment.
- Timesheets > Download
- Access to export the timesheets tab.
- 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.
- Timesheets > Manage Timesheets
- Manage timesheets on behalf of other employees and clients in their network.
- 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.
- Service Code > Associate Templates
- Ability to associate a session note template to a service code.
Click here to learn about other permissions.