Authorized User Controls for Billing Group Management

Configure Authorized Users

Settings > Practice > My Practice Settings > Billing > Billing Group Add/Edit Authorized Users

Create Billing Group

Billing Group > Add New Billing Group

Edit Existing Billing Group

Billing Group > Search > Select Billing Group > Edit

View Billing Group Without Editing Permission

Billing Group > Search > View

Added a new Billing Group Add/Edit Authorized Users setting under Settings > Practice > My Practice Settings > Billing.
Practice administrators can authorize:
- A single user
- Multiple users
- All users
  - Authorized users can create, edit, save, and delete Billing Groups using existing functionality.
  - Users not included in the authorized list retain Search and View access only.
  - The Add/New Billing Group option is disabled for unauthorized users.
  - Existing Billing Groups remain accessible in read-only mode for unauthorized users.
  - Save, Delete, and editing controls are restricted for unauthorized users.
  - Hovering over restricted controls displays the following message:
You are not authorized to make any change on this page.
Authorization changes take effect according to the application’s existing permission model. • Existing Billing Group records and search functionality remain unchanged.

Navigate to Settings > Practice > My Practice Settings > Billing.
Locate the Billing Group Add/Edit Authorized Users setting.
Select the individual users who should be authorized to manage Billing Groups, or select All users.
Save the authorization configuration.
Authorized users can access Billing Group management and create or modify existing Billing Groups.
Unauthorized users can continue searching and viewing existing Billing Groups but cannot add, edit, save, or delete records.
When unauthorized users hover over restricted controls, the system displays the authorization message.

Benefits

Gives practice administrators greater control over Billing Group configuration and maintenance.
Prevents unauthorized users from creating or modifying Billing Groups.
Preserves Search and View access for users who need to reference existing configurations.
Reduces the risk of accidental or unauthorized billing setup changes.
Supports more consistent management of Billing Group configurations.
Provides clear feedback when users attempt restricted actions.
Allows practices to assign management privileges to specific users without affecting existing Billing Group data.