System Security and HIPAA Compliance > Setting Up Security > Tasks with Limited Access
Tasks can be accessed from the following windows:
The table describes each limited access task for the Accounting category.
Category |
Task |
Description |
Accounting |
Modify Balance Switch |
Enables the user to access the System > Modify Balance Mismatch command. The user can also modify the balances in patient and account records. |
Accounting |
Modify Fee Schedules |
Enables the user to modify fee schedules on the Scheduler/Fees tab of ADA and transactions code records. |
Accounting |
Modify Payment Allocation |
Enables the user to change the collection assignee in the provider record. |
Accounting |
Set Up/Transfer Money to Budget Plan |
Enables the user to set up account budget plans. The user can also transfer all or a portion of the account balance to the plan. |
Accounting |
Set Up/Edit Goals and Scheduling Colors |
Enables the user to set up practice production goals and specify color groups and scheduling. |
Accounting |
Show Production Amounts in Scheduler |
Enables the user to view the production amounts from a scheduler window. |
Accounting |
Delete Accounts/Patients |
Enables the user to delete account or patient records and all of the associated transactions. |
Accounting |
Move a Patient to a New Account |
Enables the user to move a patient to a new or existing account. |
Accounting |
View RCVTOT Totals |
Enables the user to display the RCVTOT list. |
Accounting |
Run the Credit Card Settlement Report |
Enables the user to run the Credit Card Settlement report. |
Accounting |
Access Employee/Time Card Info |
Enables the user to have full access to Employee/Time Card information. |
Accounting |
Always Allow Transfer Credits from Payment Dialog |
Enables the user to transfer funds via the Account Payment window. |
Accounting |
Add, Modify or Reset Payment Plans |
Enables the user to add, modify, or reset payment plans. |
Accounting |
Delete Completed Claim Records |
Enables the user to delete completed claims. |