How to Assign User Settings for Billing

Who is this guide for:
Account Owner
Where to begin:
Practice Settings

In Maternity Neighborhood there are different pairings of user permissions. This ensures that users only have access to data and client information that is prevalent to their roles at your practice. Though all Care Providers have the ability to code individual encounters, they'll need the user permission pairing of Practice Manager to have access to the full scope of the Billing tool (such as managing claims).

You can also give Other Users access to the full scope of the Billing tool by pairing them with either the Practice Manager or Biller user permissions.

Please Note: The Other User only exists in our Midwife product, if you are on our Doula product you will not see this user option.

To start, click  Settings in the left-hand navigation bar. This will take you to the practice settings where you can click on the Users tile.

Next, select the user whose permissions you'd like to update. This will take you to their profile where you'll see the Edit button in the top right corner. Once here, scroll to the bottom of the page where you'll see the different user permissions available.

If the user is currently a Care Provider but needs access to the full Billing tool you'll want to select Practice Manager as well.

If the user is currently an Other User but needs access to the full Billing tool you'll want to select Practice Manager or Biller as well.

If you're interested in learning more about the different user permissions and what each permission pairing has access to, click here.

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