Explanation of Security Rights
for usage in group memberships
part 5 – Transactions Rights
S
Transactions - Add Procedure
Ability to add a procedure to a patient’s financial record
Transactions - Add Treatment Plan
Ability to add a procedure to a patient’s treatment plan – enables the “Add Procedure” button
Transactions - Add/Post Adjustments
Ability to enter financial adjustments to a patient’s ledger
Transactions - Add/Post Batch Insurance Payments
Ability to enter and post financial reimbursement of insurance payments for multiple patients
Transactions - Add/Post Batch Patient Payments
Ability to enter and post financial reimbursement of patient/responsible party payments for multiple patients
Transactions - Add/Post Capitation Payments
Ability to enter and post financial reimbursement of insurance payments for capitation plans
Transactions - Add/Post Insurance Payments
Ability to enter and post financial reimbursement of insurance payments for an individual patient
Transactions - Add/Post Patient Payments
Ability to enter and post financial reimbursement of patient/responsible party payments for an individual patient
Transactions - Batch Insurance Payments View Only
Ability to only view financial reimbursement of insurance payments for multiple patients
Transactions - Batch Patient Payments View Only
Ability to only view financial reimbursement of patient/responsible party payments for multiple patients
Transactions - Change/Update Insurance Payments
Ability to edit insurance payments that are posted to a patient’s record
Transactions - Change/Update Patient Payments
Ability to edit payments received from a patient/responsible party that are posted to a patient’s record
Transactions - Change/Update Procedure Insurance Benefits in Treatment Plan
Ability to edit the estimated insurance portion of a procedure that is entered to a patient’s treatment plan
Transactions - Change/Update Procedure Insurance Benefits
Ability to edit the estimated insurance portion of a procedure that is posted to a patient’s ledger
Transactions - Change/Update Treatment Plan Status or IDs
Ability to change the status (Diagnosed, Accepted, Hold, Unaccepted) in a patient’s treatment plan – ability to change the numbers of a patient’s treatment plan ID, phase ID, or order ID – enables the “Change Status” and the “Change IDs” buttons
Transactions - Delete Cash Payments
Ability to delete cash payments that are posted to a patient’s record
Transactions - Delete Insurance Claims
Ability to delete insurance claims on a patient’s record
Transactions - Delete Insurance Payments
Ability to delete insurance payments on a patient’s ledger
Transactions - Delete Patient Payments
Ability to delete patient/responsible party Payments and Adjustments made on a patient’s ledger
Transactions - Delete Pre-Authorizations
Ability to delete pre-authorization claims on a patient’s record
Transactions - Delete Procedure
Ability to delete a procedure that is charged to a patient’s ledger
Transactions - Delete Treatment Plan
Ability to delete a patient’s treatment plan – enables the “Delete” button
Transactions - Edit Fee
Ability to edit the fee of a procedure that is charged to a patient’s ledger
Transactions - Generate Pre-Authorizations Full Control
Ability to initiate a pre-authorization claim from a patient’s treatment plan
Transactions - Insurance Claims Details Full Control
Ability to enter and post financial reimbursement of insurance payments for an individual patient
Transactions - Insurance Claims Details View Only
Ability to view only parameters to post financial reimbursement of insurance payments for an individual patient – is not able to enter insurance payments
Transactions - Patient Ledger Screen Full Control
Ability to edit a patient’s ledger
Transactions - Patient Ledger View Only
Ability to only view a patient’s ledger – is not able to edit information
Transactions - Post Treatment Plan To Ledger
Ability to charge a procedure to a patient’s ledger from the patient’s treatment plan – enables the “Post to Ledger” button
Transactions - Post New Charges for Locked Accounts
Ability to charge a procedure to a patient’s ledger for a locked account
Transactions - Post Payments or Adjustments for Locked Accounts
Ability to post payments and adjustments for locked accounts
Transactions - Pre-Authorizations Detail View Only
Ability to only view information that will be included on a pre-authorization insurance claim – is not able to enter information
Transactions - Pre-Authorizations List Full Control
Ability to edit a patient’s pre-authorization claim list
Transactions - Pre-Authorizations List View Only
Ability to view only a patient’s pre-authorization claim list
Transactions - Transaction Entry Screen Full Control
Ability to add, edit, and delete a financial entry on the transaction entry screen (procedure, payment, adjustment)
Transactions - Transaction Entry View Only
Ability to only view a financial entry on the transaction entry screen (procedure, payment, adjustment) – is not able to edit information
Transactions - Treatment Plan Discount
Ability to indicate on a treatment plan that a procedure should receive a discount when posted to the patient’s ledger – enables the “Discount” button
Transactions - Treatment Plan Re-Estimate
Ability to re-estimate the insurance and patient portions on a patient’s treatment plan – enables the “Re-estimate” button
Transactions - Treatment Plan Screen Full Control
Ability to enter, edit, and delete procedures on a patient’s treatment plan – if “full control” is not granted, the all buttons on the Treatment Plan screen are grayed out
Transactions - Treatment Plan View Only
Ability to only view procedures that are entered on a patient’s treatment plan
Transactions - Update or Change Procedure
Ability to edit a financial entry on a patient’s ledger (procedure, payment, adjustment)