Granular Permissions for Claims Module

What’s New

• A Master Claims toggle controls overall visibility of the Claims module.

• Individual Claims sub-modules now support separate permission settings.

• Each sub-module can be set to one of three access levels: No Access, View Only, or Full Access.

• Sub-modules include Claims Management, Claim Files, and Remittance Advice.

• A Non-Postable warning appears when Full Access is granted for Remittance Advice.

• Existing automation continues to process Postable claims without interruption.

• Default permissions preserve existing user access upon deployment.

How It Works 

1. Navigate to Settings > Practice > My Practice Settings > Practice User.

2. Enable the Master Claims toggle to make the Claims module available.

3. For each Claims sub-module, select an access level: No Access, View Only, or Full Access.

4. Save the user settings.

5. The system dynamically applies access rules based on the configured permissions.

6. Remittance workflows continue to follow existing automation behavior.

Benefits

• Limits user access to only the permissions required for their role, reducing unnecessary system access.

• Lowers the risk of errors through controlled, role-appropriate access.

• Improves security and oversight within the Claims module.

• Provides administrators with greater flexibility and control over user permissions.