The following permission can be granted in the Permissions module, under the Billing module permissions list, for employees such as the person responsible for scheduling all your organization’s appointments, to be able to convert other employee appointments into timesheets:
- 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, as well as override authorization overbilling restrictions
These employees would also need to have permission to manage other employees calendars, which is enabled via the Scheduling module. Permissions to view or manage calendars can also be established via Contact Forms, so new users added to CentralReach already have these permissions enabled based on your Contact Form.
To learn how to create a permission group to grant employees permission to convert other employees’ appointments, click here.
To learn how to review and edit an employee’s permissions, click here.
To learn how to edit the permissions of a group, click here.