The Accounting screen can be completely hidden by assigning a role no Accounting privileges. Access to individual tabs can be granted per role or per user to protect client information.
Privilege | Type | Definition | Example / Screenshot | Verified |
---|---|---|---|---|
Hospital Accounting | Root Access | Grants access to the main Accounting screen. Only the Transaction Search is available with this privilege. Further privileges are needed to perform any actions or see other tabs. | ||
UVIS Accounting Migration | Tab Access | Allows the user to see the UVIS Accounting tab. | Did not show up as expected - maybe per client? | |
Adjustments | Tab Access | Allows the user to see the Adjustments tab. | ||
Accounting Migration | Tab Access | Incorrectly giving access to the Administration tab - is this mislabeled? | ||
A/R Payments | Tab Access | Grants access to the A/R Payments tab. Users may search for accounts with a balance based on several factors, and post payments on this page. | ||
Accounts recieveable | Tab Access | Grants access to the Accounts receivable tab. Users may search for accounts base on balance, age, or client credit status. | ||
Payment Adjustments | Tab Access | Grants access to the Payment Adjustment tabs. Allows an account to make corrections directly to a client account. | ||
A/R Credits Debits | Tab Access | Grants access to the A/R Credits Debits tab. There are two tabs, one for generating a list to send to accounts receivable, another for searching for payments from collections. This screen is read only without additional privileges. | ||
Direct Charges | Tab Access | Grants access to the Direct Charges tab. There are two subtabs, one for pending direct charges, and one for posted direct charges. | ||
Statements | Tab Access | Grants access to the Statements tab. There are three subtabs - one for pending transactions, one to send statements to clients, and a statement log with the history of activity performed. | ||
Internal Refunds | Tab Access | Grants access to the internal Refunds tab. Allows a user to search for a client and apply an internal refund to the account. | ||
ASAQ Adjustments | Tab Access | (Quebec only) Grants access to the ASAQ adjustment tab. | ||
Reports | Tab Access | Grants access to the Accounting Reports tab | ||
Unapplied Credits | Tab Access | Grants access to the Unapplied Credits tab. This allows accounting to search for client balances with outstanding, unapplied credits. | ||
Create Debit/Credit Memos | Tab Access | Grants Access to the Credit/Debit Memos tab. Allows a user to post a new adjustment against a current client account. | ||