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Elements in Connect Back Office provide flexibility. You can configure elements independently, then use them later or make configuration updates to the elements, as needed. Many of the elements you define in Back Office are used to configure your practice and in other Connect applications.

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For example, provider and facility elements from the master lists are used in the practice configuration.

The practice configuration is used in Connect Back Office and Connect Front Office. The business and collection rules you configure in Back Office are in Back Office are used when entering charges, generating claims and statements, processing payments, and managing collection tasks in Back Office. Front Office uses the providers and facilities from the practice configuration for scheduling appointments. 

In addition to practice configurations, you can also define users and roles through the Security feature. Access to all modules and functions is controlled by the security established in Back Office. Users can have different roles that permit what they can access and which functions they can perform. Users are permitted to perform only the functions assigned to their roles. If a user cannot perform a particular function, the affiliated menu option cannot be selected; it is grayed out. Users who have administrative roles can perform any function in the Connect platform without restriction.

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titleGetting Started Subtopics

Logging In (Back Office)

Configuration Recommendations

General Tips & Tricks

 


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Navigating Connect Back Office

Back Office Menus

Workspace

Shortcut Keys (Back Office)

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