Claims Permissions

• Can view claims

• User can view claims in Read Only Mode

• Lists → Claims and Client Timeline → Claims tabs are hidden if this permission is not checked

• This permission is overridden if Hide appointment prices is checked in the Special Permissions section

• This permission is required for all further settings in this category

• Can create claims

• User can create claims

• User can issue and submit claims to the Clearinghouse

• Can export claims

• User can export the Lists → Claims pages (Lists → Claims → Appointments and Lists → Claims → Payments) to CSV files

• Can edit claims

• User can make edits to claims that have already been created and/or issued

• This permission is is needed when the practice needs to edit the status of the claim manually, after it has been "Issued to Clearinghouse"

• Can manage all claims

• User can view all claims, regardless of access to client data

• This permission is useful for billers

• Can delete claims

• User can delete a claim

• Can edit ERA from Clearinghouse

• User can edit an ERA after it is returned from the Clearinghouse