Billing Permission Dependencies

Permission Dependency
Accounting periods actions "View accounting periods"
Adjustment posting  
Analytics  
Autocrosssovers  
Autocrossovers actions "Autocrossovers"
Bulk assign/reassign  
Bulk upload authorizations "Claim authorizations"
Check likelihood to pay "View patient account" and "Patient billing review button"
Claim authorizations  
Claim batches actions  
Create new charge amounts "Settings", "View settings", "Edit settings", or enable the Coder role
Create new claim "View account" is needed if you want to create a claim from the Account page
Create new facility in a claim

For incomplete claim access: Enable "Inc. claim - patient & transport details/COB"

For completed claim access: Enable "View completed claim" and "Edit complete claim COB"

Create a new payer/plan in a claim

For completed claim access: "Edit complete claim COB" and "View completed claim"

For incomplete claim access: "Inc. claim - patient & transport details/COB", View completed claim", "Edit complete clam incident details"

Edit & delete attachments "View completed claim", or "View patient account", or "Inc. claim-patient & transport details/COB", or "Inc. claim -LOS & DX/chrg"
Edit & delete notes "View completed claim", or "View patient account", or "Inc. claim-patient & transport details/COB", or "Inc. claim -LOS & DX/chrg"
Edit claim header  
Edit complete claim charges "View completed claim"
Edit complete claim COB "View completed claim"
Edit complete claim credits/balance "View completed claim"
Edit complete claim incident details "View completed claim"
Edit complete claim patient details "View completed claim"
Edit complete claim signatures "View completed claim"
Edit frequent notes & diagnosis favorites "Edit settings"
Edit payer-related info "View payers"
Edit pt. acct. details/claims/COB/audit trail tabs "View patient account"
Edit settings "View settings"
Facilities actions "View facilities"
Generate facility inv./remove claim from inv. "View facilities", "Facilities actions", "Edit claim header"
Hold for deductible actions "View hold for deductible"
inc. claim - LOS & DX/chrg  
Inc. claim - patient & transport details/COB  
Insights Content Creator "Analytics"
Manual submission queue  
Manual submit bulk claims  
Patient billing review button "View patient billing"
Payments/remittance batch status  
Post payments  
Pt. account actions "View patient account"
Verify patient account  
View accounting periods  
View claim batches  
View claim batches actions "View claim batches"
View completed claim  
View facilities  
View hold for deductible  
View patient account  
View patient billing  
View payers  
View settings  
View Waystar submissions  
Waystar submissions actions "View Waystar submissions"