Introduction

Connect Back Office is used to generate claims and statements and manage accounts and collection efforts.  Many of the rules configured for your practice can be used in Back Office for processing charges and payments and managing internal and external collection efforts.

The key functions of Connect Back Office are:

Back Office users can have different roles that permit what they can see 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 user will not be able to select it from the menu options; it will be grayed out. Users who have administrative roles can perform any function in Back Office without restriction.

See also the Navigating Connect Back Office topic for additional information about how to navigate and work in the application.

Utilize the topics below for a quick introduction to Connect Back Office functionality.



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