CentralReachBilling 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 see Don’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 employee Can 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 email

• Thanks for your time any specific questions or follow up, please feel free to email me:

• Adam Sellers• asellers@centralreach.com