User-Based Permission to Restrict Financial Data Visibility in Patient Banner and Superbills

What’s New

A new configuration option, Financial Data Restricted Users, has been added under Settings > Practice > My Practice Settings > Billing within the Patient Banner section. This field appears as a multi-select user list, allowing administrators to specify users who should not have access to patient financial information.

Users added to this list are automatically restricted from:

• Viewing financial data in the patient banner (even via the gear icon toggle).

• Viewing or printing financial information in superbills.

By default, the restriction list is empty, meaning no visibility limits are applied until configured. Once users are added, the restrictions apply immediately — no log out or restart required.

All configuration changes are logged with the user and timestamp to support auditability.

How It Works

• By default, no users are restricted.

• Once configured, users listed under Financial Data Restricted Users cannot view or print financial data in either the patient banner or superbills.

• The restriction cannot be bypassed by toggling visibility options in the Home Module.

• Updates to the restriction list are applied immediately without requiring system re-login.

• All add/remove actions are logged for audit purposes, including user details and timestamps.

Benefits

• Protects sensitive patient financial information by restricting access to authorized users only.

• Helps practices maintain HIPAA compliance and meet internal privacy standards.

• Centralizes financial data visibility control at the administrator level.

• Prevents unauthorized users (e.g., front-desk staff or scribes) from viewing or printing billing details.

• Provides transparent audit trails for configuration changes.

• Reduces risk of data breaches, misuse, or accidental disclosure.