How To Create A Role For Billing Administrator In PureEHR?

How To Create A Role For Billing Administrator In PureEHR?

  1. Click on Settings from the main menu and then go to the Practice Management menu and select the Access Management tab.


  1. This will redirect you to the Access Management module.

  2. To create custom roles, go to the Roles tab from the left menu as shown below. 


  1. Click on the +Role button situated in the top right corner of the screen as shown below. 

  1. Enter Name and Description, and give permissions according to the requirements as shown below.

  1. The Billing Administrator will have the following permissions:

  • create and update patients, access patient charts, insurance billing management, eligibility check access, patient list, calendar, availability search, appointment dashboards, visit profiles, billing profiles, custom procedures, and download logs. 

  1. After filling up the details, click on the Save button as shown below and your role will be created successfully.



                                                

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