Select Account Administration > Security... > Permission Roles.
Click the New Role button.
Type the Role Name (e.g., biller, office manager, front desk).
Select which customer(s) will be able to use this permission role:
Use in all customers of CollaborateMD: Use this option to allow this role to be applied to users under any of the customers in your account.
Use only in: Use this option to allow this role to be applied to users under a specific customer in your account.
Select the welcome page settings that will be applied when the role is selected:
Default based on permissions: This option will assign a timeline and welcome dashboard based on the permissions assigned within this permission role.
Use a custom Welcome page for this role: This option will allow you to customize your timeline, dashboard and shortcuts assigned to this permission role.
Use the Category drop-down menu to navigate between the sections of the application.
Place a check in the Show Permission Descriptions box to view the description of each permission.
Use the Permission Level drop-down menu to set the permission level for each permission.
Some permissions can be found in multiple sections (e.g., Tracking permission is found under the Claim and Payment sections. If you have permission under one section (claim), you'll have it under the other (payment)).
Have a user that should only be creating, submitting, and following up on claims? Set the following permissions:
Professional Claim or Institutional Claim set to Access and Modify.
Batch Printing set to Search and Print.
Tracking set to Search, Fix, and Save.
Clearinghouse Reports set to Allow.
Claim Follow Up set to Allow.
Control set to Search and Save.