View
225
Download
0
Category
Tags:
Preview:
Citation preview
Organization
• Remember that WHO someone is connected to matters throughout the system regardless if it is client or staff
• Settings presented in a ramp up fashion for recommended settings and positions
• These settings are not every option, please feel free to experiment on your own
With new setting what they see – primary changes are on Authorizations
Can see Don’t see • Authorizations – can see the
same info, but no $ amounts are visible
• To see dollar amounts select the setting Access > Authorizations (Full)
• Authorizations – for clients they are linked to, all tabs are visible – Client, Global and Expiring
Add Manage > Employee timesheets
This setting is very powerful and allows employees with it to convert for others they are linked to. *Caveat – if you add someone new, don’t forget to perform a Billing Sync afterwards.
Adding Billing to view
View as employee Can and Can’t see• Can edit timesheets they
are linked to.• Can see the billing dollars
for all line items• Can’t perform most
‘Actions’ - claims generation, invoice generation, download entries, manage any payments
Couple notes
Claims• While the button to make
claims is there the employee still needs ‘Claims - Access > Basic’ to generate claims
Invoices• While this button is there
too, the employee needs the additional setting ‘BillingManager – Access > Invoices’
Final Access settings
• Adjustments – reveals and allows access to adjustments screen
• Receivables – reveals and allows access to receivables screen
• Sales – reveals and allows access to sales screen
• Settings – reveals and allows access to all codes and rates settings
Any questions please email
• Thanks for your time any specific questions or follow up, please feel free to email me:
• Adam Sellers• asellers@centralreach.com
Recommended