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" |