Overview 

This Knowledge Base article provides comprehensive guidance on assigning user access to reports within the system. It outlines the step-by-step process for granting access and includes screenshots to illustrate how access limitations are displayed to users without the required permissions.

By using this guide, administrators can efficiently manage access and ensure that only authorized personnel can generate the reports.

Grant Permission to Access the Aging by Service Date Report 

To grant permission to access the Aging by Service Date Report: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Reports tab and select the Access the Aging by Service Date Report checkbox.

Users without this permission won't see the Aging by Service Date Report option in the Report dropdown. 

Grant Permission to Access the Appointment Report 

To grant permission to access the Aging by Service Date Report: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Reports tab and select the Access the Appointment Report checkbox.

Users without this permission won't see the Appointment Report option in the Report dropdown. 

Grant Permission to Access the Billing Report  

To grant permission to access the Aging by Service Date Report: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Reports tab and select the Access the Billing Report checkbox.

Users without this permission won't see the Billing Report option in the Report dropdown. 

Grant Permission to Access the Claim Submission Report   

To grant permission to access the Aging by Service Date Report: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Reports tab and select the Access the Claim Submission Report checkbox.

Users without this permission won't see the Claim Submission Report option in the Report dropdown. 

Grant Permission to Access the Demographics Report   

To grant permission to access the Aging by Service Date Report: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Reports tab and select the Access the Demographics Report checkbox.

Users without this permission won't see the Demographics Report option in the Report dropdown. 

Grant Permission to Access the Denials Report   

To grant permission to access the Aging by Service Date Report: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Reports tab and select the Access the Denials Report checkbox.

Users without this permission won't see the Denials Report option in the Report dropdown. 

Grant Permission to Access the Payments/Adjustments Report   

To grant permission to access the Aging by Service Date Report: 

1. Go to Settings > Practice Settings > Roles & Permissions.
   
2. Select the Edit button for the desired role.
   
3. On the Update Role screen, expand the Reports tab and select the Access the Payments/Adjustments Report checkbox.

Users without this permission won't see the Payments/Adjustments Report option in the Report dropdown. 

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

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Need additional assistance?

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Text: 866-301-0085

Email: ticket@icanotes.com

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.