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.