Review Practice User Permissions
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The new self-pay charge capture workflow available on November 17, 2022, allows users to approve charges. System Administrators of billing companies that manage claims billing including the approval of charges/encounters for the practice(s) should review permissions in the Desktop Application (PM) to prevent charge approval by users at the practice.
It is recommended that System Administrators verify the following User Accounts permissions in the Desktop Application (PM):
- Users at the practice designated as an administrator are associated to the Practice Administrator role and not the Administrator role.
- Full Control permissions for Encounters is not selected under a user account role associated with users at the practice.
- Full Control permissions for Encounters are not assigned to users at the practice.
You always begin with navigating to User Accounts to verify permissions.
Navigate to User Accounts
- Click Settings > User Accounts. The User Accounts window opens.
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Verify Permissions for Practice Administrator
Follow the steps below to verify administrator users at the practice are associated with the Practice Administrator role and appropriate Encounters permissions.
- Navigate to User Accounts and click on the practice user (designated as an administrator of the practice) to open. The user account opens to the General tab by default.
 Tip: When there are numerous users listed, use the Search user accounts box to enter all or part of a user's Name or Login email.
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- Select the Permissions tab. The permissions associated with the user display.
- Verify Custom Permissions is selected.
- Under the Preset User Account Permission Settings, verify the Practice Administrator role is associated with the user.
Note: By default, the preset permissions for the Practice Administrator role includes Full Control permissions for Encounters.
- If this specific user should have Practice Administrator permissions except permissions to approve charges/encounters, click to clear the Full Control permissions for Encounters under the Practice Permissions section. The Warning that the user will no longer be associated with the Practice Administrator role appears then click Continue. If applicable, click to select or deselect the appropriate Encounters permissions (e.g., View, Edit, Create, Delete).
- If all users associated with the Practice Administrator role should have Practice Administrator permissions except permissions to approve charges/encounters, edit the Practice Administrator role permissions. For more information, review the Verify Permissions for User Account Role section below.
- If any changes were made to the user account, click Save Changes.
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Verify Permissions for User Account Role
Follow the steps below to verify the user account role assigned to users at the practice do not have Full Control permissions for Encounters.
- Navigate to User Accounts and click the Manage Roles tab. The list of Roles display.
- Click on the role (associated with the users at the practice) to open. The role information displays.
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- Under the Practice Permissions section, verify Full Control permissions for Encounters is not selected. If applicable, click to select or deselect the appropriate Encounters permissions (e.g., View, Edit, Create, Delete).
- If any changes were made to the user account role, click Save Changes.
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Verify Permissions for User Account
Follow the steps below to verify a specific user at the practice does not have Full Control permissions for Encounters.
- Navigate to User Accounts then click on the practice user to open. The user account opens to the General tab by default.
Tip: When there are numerous users listed, use the Search user accounts box to enter all or part of a user's Name or Login email.
- Select the Permissions tab. The permissions associated with the user display.
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- Under the Practice Permissions section, verify Full Control permissions for Encounters is not selected. If applicable, click to select or deselect the appropriate Encounters permissions (e.g., View, Edit, Create, Delete).
- If any changes were made to the user account, click Save Changes.
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