Locate billing statements permissions in practice management software

draft · accounts-and-access user-onboardingaccount-permissions

Generated by docuprocessor (prompt article/v3) · 2026-04-22 05:23

Source thread

thread_id: spaces/AAAA05BdS6s/threads/qb45sRyQEjc · 4 msgs · first 2024-03-15 · participants: Tech ATech B

Tech A 2024-03-15 15:43

I'm trying to give access to an user, but I cant find it

Tech A 2024-03-15 15:43

(no text)

image/png image.png

**Password Administration – User Passwords Setup** dialog is open in what appears to be a dental/medical practice management application. User **"JESS"** is selected, mapped to **User Name: Perez, Jessica**, with a **"Change Password"** button visible and the **"Require Password Change on Next Login"** checkbox unchecked. The security rights panel shows a full list of modules (Administration, Appointments, Chart, Insurance, Ledger, etc.) with most checkboxes checked, and the **Office Manager** module is expanded, showing **"Batch Processor, Print/Display Reports"** checked while **"Audit Trail Reports," "Audit Clear," "Batch Processor Delete Reports,"** and **"Close Financial Transactions"** are unchecked.

Tech B 2024-03-15 15:45

you could maybe find billing statements permissions on either ledger or insurance

Tech A 2024-03-15 15:46

everything is checked on ledger or insurance

---
title: "Locate billing statements permissions in practice management software"
category: accounts-and-access
tags: ["user-onboarding", "account-permissions"]
source_thread_id: "spaces/AAAA05BdS6s/threads/qb45sRyQEjc"
source_space: "spaces/AAAA05BdS6s"
generated_at: "2026-04-22T05:23:48"
participants: ["Tech A", "Tech B"]
---

# Locate billing statements permissions in practice management software

## Problem
When configuring user permissions in practice management software, billing statements access may not be immediately visible in the expected modules. A technician was unable to locate billing statements permissions while reviewing a user's security rights, despite checking the Ledger and Insurance modules where such permissions would typically be found.

## Resolution
1. Check the **Ledger** module permissions first, as billing statements are commonly grouped with other financial functions
2. If not found in Ledger, examine the **Insurance** module permissions
3. If billing statements permissions are not visible in either location, verify that all relevant checkboxes in both modules are properly configured
4. Consider that billing statements permissions may be nested within expanded subsections of these modules

The specific location of billing statements permissions may vary depending on the practice management software version and configuration.

## References
- Source discussion: `spaces/AAAA05BdS6s/threads/qb45sRyQEjc`
- Attachments: - ![image.png](../attachments/qb45sRyQEjc.6ghp3DikWAA/image.png) — **Password Administration – User Passwords Setup** dialog is open in what appears to be a dental/medical practice management application. User **"JESS"** is selected, mapped to **User Name: Perez, Jessica**, with a **"Change Password"** button visible and the **"Require Password Change on Next Login"** checkbox unchecked. The security rights panel shows a full list of modules (Administration, Appointments, Chart, Insurance, Ledger, etc.) with most checkboxes checked, and the **Office Manager** module is expanded, showing **"Batch Processor, Print/Display Reports"** checked while **"Audit Trail Reports," "Audit Clear," "Batch Processor Delete Reports,"** and **"Close Financial Transactions"** are unchecked.

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