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" |