User Role Definitions -
These are used to give permissions to the user. The user will not be able to use the system unless roles are assigned.
- ACH Refund – process an Automated Clearing House refund (checking or saving account service)
- ACH Sale – process an Automated Clearing House sale (checking or saving account service)
- ACH Vault Add – add an ACH account to the patient’s file (checking or saving account service)
- ACH Vault Delete – delete an ACH account from the patient’s file (checking or saving account service)
- ACH Vault Edit – make changes to an existing ACH account on the patient’s file (checking or saving account service)
- ACH Void – process an Automated Clearing House void (checking or saving account service)
- Card Vault Add – add a credit card to the patient’s file
- Card Vault Delete – delete a credit card from the patient’s file
- Card Vault Edit – make change to an existing credit card on the patient’s file Account Vault Add – Allow user to store a credit card or checking/savings account
- Account Vault Delete – Allow user to delete a stored credit card or checking/savings account
- Account Vault Edit – Allow user to edit a stored credit card or checking/savings account
- Account Vault View - Allow user to view stored accounts
- ACH Refund – Allow user to process an ACH refund or ACH credit (Send)
- ACH Sale – Allow user to process an ACH debit (Collect)
- ACH Void – Allow user to void an ACH debit or credit
- Billing Statements - Ability to view billing statements
- Client Admin – an administrative role: authorize access to all user roles.
- Contact Add - Add a contact
- Contact View - Allow user to view contacts
- Credit Card Auth Complete – Complete – Allow the user to Complete/Settle an AuthOnly transaction (applies to lodging (hotels) /hotel merchants only)
- Credit Card Auth Only – allow to process an authorization code only transaction– This is for authorization only transactions, they will not settle until you do "Auth Complete"
- Credit Card Force – allow Allow user to process a force transactioncredit card forced sale with obtained authorization code
- Credit Card Refund – allow Allow user to process a refund transactionrefund a credit card sale
- Credit Card Reporting – have access to the Allow user to view and generate credit card reports
- Credit Card Sale – allow Allow user to process a credit card sale transaction
- Credit Card Settle – allow – Allow user to settle a batch manually
- Credit Card Void – allow – Allow user to process void a credit card sale transaction
- File Uploads – allow – Allow user to upload files/documents in patient’s profile
- Location Read Only - Read Only for Location Users
- Note Add – allow to create a note in patient’s – Create new notes in a profile
- Note Delete – allow to delete a note from patient’s Delete Notes in a profile
- Note Edit – make changes to an existing note in patient’s file– Edit notes in a profile
- Note List – allow access to view – List all existing notes
- Recurring Add – – Allow user to create a recurring payment plan for a patient’s file
- Recurring Delete – delete an existing payment plan from a patient’s file
- Recurring Edit – make changes to an existing
- Reporting – have access to the credit card/ACH reports tab– Allow user to delete a recurring payment
- Recurring Edit – Allow user to edit a recurring payment
- Recurring List - Allow user to view recurring billings
- Reporting – Allow user access to all reports
User Preference Definitions -
- Email All ACH Transactions – notify user of all processed ACH transactions (a notification for each transaction throughout the day will be sent to the user via email)
- Email All Card Transactions – notify user of all processed credit card transactions (a notification for each transaction throughout the day will be sent to the user via email)
- ach_return_notice – notify user if an ACH transaction rejected
- nightly ach email – ACH totals/summary report is sent to the user via email everyday
- nightly_cc_email – credit card totals/summary report is sent to the user via email everyday
- Declined Recurring Payment Received – notify user when a recurring transaction is declined
- Statement Payment Notification – allow user to send patient statements (BP patient management software only)