Each Connect application/area is as a drop down option in the Topics field. To grant rights to the elements of an application, select that application/area, then check the boxes to assign applicable action permissions (view, create, update, delete).

A checked box indicates permissions have been granted to the action and rights have been granted to the element. Some actions are implicitly granted to a role and therefore cannot be granted or denied. The rights to these actions are implied and automatically granted. The action is generated by the system and not the user. Therefore, you cannot grant or revoke rights to these actions.

An "O" in one of the action columns in the table below signifies there is a checkbox for that action in Connect and you can assign it to the user role being defined, as needed.

Tab

Elements

View 

Create 

Update 

Delete 

Administration





Account StatusO

Actions & Action SeriesO

Adjustment CodesO

Case Error RulesO

Case Hold ReasonsO

Case Reporting TypesO

Claim HoldsO

Code MappingsO

Collection LettersO

Collections - Collector GroupsO

Collections - DenialO

Collections - EnterpriseO


Collections - ExternalO


Collections- GuarantorO

Collections - InsuranceO

Collections - Pre-CollectionsO


Concurrency SchemesO

Custom FieldsO

Denial ManagementO

EDC Interface ConfigurationsO

Eligibility - Excluded PayersO

Eligibility - Payer MappingsO

Eligibility RulesO

External Collection AgenciesO

FacilitiesO

Fee SchedulesOOOO

Financial ClassesO

MobileO

Payers & PlansO

PracticesO

Procedure CategoriesO

Procedure CodesO

ProvidersO

Pseudo Code MappingsO

Quality - AQI ReportsO


Quality - Outcomes/Outcome GroupsO

Report PermissionsO

RoomsO

Statement Message OverridesO
Back Office     

Account - Activation

 O

Account - Adjustments
 O


Account - Merge



Account - Rebill 



Account - Reversals
 O


Account - Roll To 



Accounts  O

Back Office Alerts  O



Case Holds O
 O

Cases 
O

Cases - Payments

O

Charge BatchesOOOO

Collection Letters


O

Collection Tasks - GuarantorOOO

Collection Tasks - InsuranceOOO

Electronic ClaimsO
O

EligibilityOO


Exclude from Concurrency Checking

O

External CollectionsOOO

External Collections - Post All

O

Image SetsOOO

Images


O

Insurances
OO

Messages
O


Misc IncomeO
O

Paper ClaimsO



Payment BatchesOOOO

Payments
OOO

Persons and OrganizationsOOO

Posted Payments

O

Referring Physicians
OO

RefundsOOO

Report Output


O

Reports - Scheduling
OOO

Revenue AdvantageO
O

Scan BatchesOOOO

Small Balance Writeoffs

O

Statement BatchesOOO

SuspenseO
O
ScanCenter     

Image Sets
OOO

Scan BatchesOOOO
Reportal     

DashboardO


ReportsNote: Items in blue text below are reports found on the Portal Dashboard.




12 Month Payment Waterfall SummaryOO


13 Month Financial ActivityOO


Account Adjustment Analysis DetailOO


Account Note DetailOO


Account SummaryOO


Anesthesia Case Utilization - Case OutputOO


Anesthesia Case Utilization - Performing Provider OutputOO


Anesthesia Minutes by ProviderOO


Anesthesia Units by PayerOO


AR Activity SummaryOO


AR Aging Analysis DetailOO


Audit TrailOO


Billed vs. Expected vs. CollectedOO


Billed vs. Expected vs. Collected SummaryOO


Billing Analysis Group by Procedure SummaryOO


Case Analysis DetailOO


Case Hold DetailOO


Case Mix Trend SummaryOO


Case Outcome DetailOO


Charge Analysis DetailOO


Charge Analysis SummaryOO


Charge Entry ProductivityOO


Charge Entry Productivity DetailOO


Charge Mix Trend SummaryOO


Charge Payment Posting SummaryOO


Charges/Payments - 13 Month TrailingOO


Claim Activity DetailOO


Coding Auditing ReportOO


Collection Trend Analysis SummaryOO


Collector Entry ProductivityOO


Credit Balances DetailOO


Days in AR (90 day trailing)OO


Denial Code Configuration DetailOO


Deposit Analysis DetailOO


Deposit Analysis SummaryOO


Diagnosis/Procedure Count SummaryOO


Elapsed Time Analysis DetailOO


Eligibility Response ReportOO


External Collection Analysis DetailOO


External Collection Payment DetailOO


Facility DetailOO


Financial Activity Summary - Detail ReportsOO


Guarantor Collection Actions DetailOO


Guarantor Collection Queue DetailOO


Insurance Collection Actions DetailOO


Insurance Collection Queue DetailOO


Insurance Payment Denial DetailOO


MTD MetricsOO


Net Collection % (90 day trailing)OO


Patient Responsibility DetailOO


Payer Mix (Charges)OO


Payer Mix (Payments)OO


Payer Mix SummaryOO


Payment Analysis DetailOO


Payment Batch DetailOO


Payment Entry ProductivityOO


Payment Entry Productivity DetailOO


Payment Mix Trend SummaryOO


Payment RecoupOO


Percent of A/R over 90 DaysOO


Plan DetailOO


Practice DetailOO


Practice Performance AnalysisOO


Practice Performance SummaryOO


Practice Performance Summary (DOS)OO


Production Analysis SummaryOO


Provider Details ReportOO


Rendering Provider Case CountOO

Compensation     

Compensation O


Security





Access RestrictionsOOOO

Password PolicyO
O

RolesOOOO

Session HistoryO



SessionsO

O

Unmask SSNO



UsersOOO




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