How can I prevent a clinician from accessing the "Billing" tab on any chart?

Here's how to prevent a clinician from accessing the ''Billing'' tab on any chart. They can bill through a note but not manually add a billing transaction. Read on to learn more: 

1. Click on the "Account" tab under the "Owner" menu. 2. Click on "Group Users." 

3. Click on "Edit Permissions" on the right side of the clinician you would like to edit. 

4. A pop-up displaying all permissions will appear under various headers. For the Billing function, scroll down to the bottom under "Miscellaneous" and check the "No" button for "Allow Access To Billing and Financial Information."  5. Then click "Save." Note: Clinicians with this permission turned off won't have access to the "Financial" tab, change rates, add billing transactions (unless billing through a note), or see the charts' "Billing" section. 

If you have any questions, please contact us.