Add a user to Receivables

Add a user to Receivables

When you add them as a user the practice and access is determined by you so they will only see what you give them access for. 

Here are the steps to add a user to Receivables:
  1. Open Receivables Admin applet
  2. Go to the Users and User Classes tab
  3. Under "User Settings" click the Edit button
  4. As long as the Users are already in PracticeAdmin, you will find them in the Users list. You might need to uncheck the box at the bottom of the page "Show only Receivables users"
  5. Click on the Users name
  6. Make sure their practice is checked in the box on the right
  7. Click the Edit button at the bottom of the page
  8. Select the User access you want them to have, for example click on "other" button, then check the box for "Office" and check the box for "Patient claims need action"
  9. Make sure the User enabled button is checked
  10. Click OK
  11. Click OK again on the large screen