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How to Use It: To use this feature, navigate to Financials > Reconcile Payments and utilize the new filter fields.
Add New Permission for Collections Warning Feature
What’s New: We have introduced a new permission called "Manage Collections Warning" under Practice Setup > Users under Billing to support the recently implemented Collections Warning feature. This permission allows designated users to manage the Collections Warning settings, ensuring better control and security over this feature.
Why It Matters: Adding this new permission provides a granular level of control, so it doesn’t need to be an Admin to manage the Collections Warning settings.
Who It’s For: This feature is designed for administrators and billing managers who need to manage Collections Warning settings.
How to Use It:
Navigate to Practice Setup > Users and look in the Billing section.
Assign the "Manage Collections Warning" permission to designated users.
Additionally, the "Manage Collections Warning" permission can be assigned under Practice Setup > Roles:
Choose a role.
Go to the Permissions tab and enable "Manage Collections Warning".
Only users with this permission or the Admin role can manage the Collections Warning feature.
Import User Feature:
The "Manage Collections Warning" permission can also be enabled via the Import User feature using the “Import from CSV” option (Phil's - Patient Import Template).
Related Fix:
We’ve also updated our CSV Import feature to ensure all permissions are now importable.
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EMR Enhancements
Census Reporting - Report on Building, Room and Bed
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