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Update Roles - Access to Exported Charges report in R6

For R6, the Exported Charges report needs to be added to the roles listed below. Briefly looking through roles in R4, it doesn't look like the Exported Charges report has been added to any roles yet.

  • Practice Admin

  • Front office staff

  • Partner Admin

  • Guest
  • Aug 3 2021
  • Full Release
  • Attach files
  • Admin
    Kathy Howard commented
    6 Aug, 2021 07:46pm

    Roles that will have access to this new WebPT Billing report are:

    • BMS Admin Full Rights

    • Partner Admin

    • Partner, Case and Payment Poster

    • Practice Admin

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