I want a clerk user to be able to view an encounter fee sheet without seeing any encounter notes

I have a user that is Clerk that needs to be able to access the fee sheet for any encounter for billing purposes. But I learned that the fee sheet is only available to users who can view encounters and as the office clerk who only registers patients, creates appointments and accepts payment they do not need access to the Nurse or Doctors notes in the encounter.

How would I go about making the change to allow this user to view and edit the fee sheets for any encounter in the system.

Hi @gjohnson92
OpenEMR’s access controls are very complex and have not been explicitly diagrammed to any great extent. And some of them are associated with others and cannot be separated from them.

What you’re going to have to do is go over the materials in the wiki to learn how to test the ACLs then experiment and find the one(s) you want.

Here are some handy links to start with; others may be found from the search tool at the bottom of each wiki page.

https://www.open-emr.org/wiki/index.php/Basic_User_ACLs_In_OpenEMR_And_How_To_Customize_Them
https://www.open-emr.org/wiki/index.php/Adding_and_Removing_User_Permissions

This one’s pretty old and may not be useful or applicable but here it is:
https://www.open-emr.org/wiki/index.php/ACL_Fine_Granular_Control

Good luck, and feel free to come back here if you generate any other questions.
Best- Harley

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hi @gjohnson92, when you say clerk do you mean a user with an ACL of Front Office?

In my experience, reimbursement is determined by the medical complexity of each patient encounter. The use of appropriate ICD-10, CPT, and HCPCS codes depends on the clinical documentation.

Can you please describe your work flow? this will help understand your needs

Yeah during my reading I found out that the fee sheet is tired directly to the encounters and you can only view them if you have full access to that encounter.

Thats correct, I created a new Role called “Clerk” but they essentially have the same permissions in the ACL

Sure,

  1. Patient registers with clerk
  2. An encounter is created and a registration fee is paid
  3. Patient continues encounter and is assessed by provider
  4. Patient returns to clerk to pay for any necessary procedures before they take place.
  5. After payment patient goest back to provider to have service rendered.

Essentially I’m needing a way that the clerk can access the fee sheet so that they can add the registration fee to it so that I can be payed. The other ICD-10 or CPT codes can afterward be added by the provider.

hi @gjohnson92, could you post a screenshot of the ACL setup for your custom role please?

Hi @gjohnson92 ,
I wonder if Fees → Posting Payments would be more appropiate for your case.

There the clerk will have access to the invoices, CPT codes and record payment

What do you think?