Accounting

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.