CentralReach Billing Manager Updates – an overview of permissions

Organization Remember that WHO someone is connected to matters throughout the system regardless if it is client or staff Settings presented in a ramp up fashion for recommended settings and positions These settings are not every option, please feel free to experiment on your own

Everyone in the Org

Utilities to make connections

Add as needed

New Billing Permissions - all

Hover to learn more about any setting

Basic Employee settings for Timesheet submission Generally speaking, Access reveals the button.

Access to Billing module to allow converting

Basic Auth added

With new setting what they see – primary changes are on Authorizations Can seeDon’t see Authorizations – can see the same info, but no $ amounts are visible To see dollar amounts select the setting Access > Authorizations (Full) Authorizations – for clients they are linked to, all tabs are visible – Client, Global and Expiring

Add Manage > Employee timesheets This setting is very powerful and allows employees with it to convert for others they are linked to. *Caveat – if you add someone new, don’t forget to perform a Billing Sync afterwards.

Billing Sync setup – from Permissions screen sidebar

Adding Billing screen

Adding Billing to view View as employeeCan and Can’t see Can edit timesheets they are linked to. Can see the billing dollars for all line items Can’t perform most ‘Actions’ - claims generation, invoice generation, download entries, manage any payments

Adding Billing functions

Actions button now has features as well as download button

Couple notes Claims While the button to make claims is there the employee still needs ‘Claims - Access > Basic’ to generate claims Invoices While this button is there too, the employee needs the additional setting ‘BillingManager – Access > Invoices’

Last few access settings

Final Access settings Adjustments – reveals and allows access to adjustments screen Receivables – reveals and allows access to receivables screen Sales – reveals and allows access to sales screen Settings – reveals and allows access to all codes and rates settings

Adjustments

Receivables

Sales

Settings

Final 4 settings

Labels > Apply billing entries

Labels > Apply service codes

Manage labels – click the gear on either to bring up settings for labels

Any questions please Thanks for your time any specific questions or follow up, please feel free to me: Adam Sellers