OSCAR Pro maintains a Preference that allows each provider to designate what type of access other providers/users have in relation to viewing or editing their billing. Please see instructions below on how to access and modify this section.
Please note that Preferences are specific to each user's login and can only be modified when they're logged into OSCAR
- Navigate to Preferences (at the top)
- Select 'Edit Billing Permissions'
This will now load all providers on your system.
Providers that have a checkmark beside them are allowed to see all your billings - this will include all OHIP and 3rd Party billings.
Providers that have an X beside them are restricted from accessing billing information for the provider currently logged in.
- Click on the X or checkmark to mark the provider as desired.
- Click Save at the bottom
Note: clicking the name of each provider allows the logged in user to restrict what billing the provider can see. For instance, if you wish staff to assist with 3rd Party, but not OHIP.
By clicking the name, you can place an X beside certain billing areas in OSCAR, but keep a checkmark beside other billing areas.
In this example Beth Benn can assist with 3rd Party invoices, but is restricted from accessing any OHIP billings:
In the next scenario Jon Steele is only permitted access to assist in my submission for OHIP:
To better understand the Billing Permissions, we will review the listed billing areas in OSCAR.
Generate/Simulate: This area allows a provider to Simulate OHIP File and then Generate OHIP File for submission with the MCEDT Mailbox. This allows for OHIP submissions to be completed. In the Simulate OHIP File the billed invoices will be visible.
OHIP Invoices: This will include any area that has OHIP Invoices visible/accessible. This will include being able to create OHIP invoices and being able to correct OHIP invoices using Billing Corrections.
3rd Party Invoices: This will include any area that has 3rd Party invoices visible/accessible. This will include being able to create 3rd Party invoices, and being able to apply 3rd Party payments using the Billing Corrections page.
Invoice Reports: This tool allows a user to run a billing report. The report can be run for OHIP and 3rd Party invoices. This tool can be used to complete corrections for OHIP, and apply payments for 3rd Party invoices.
View MOH Files: This area stores all the MOH billing reports that have been downloaded from the MCEDT Mailbox. This will include Batch Edits, Error Reports, Remittance Advice, Roster Reports, etc...
Billing Reconciliation: This is the area that shows the Remittance Advice (RA), the payment report. It is stored there in chronological order.
When picking and choosing the billing areas to grant access to, keep in mind the user's role in the clinic and what tasks you have them complete.
A final example here would be a provider that is only helping with OHIP corrections:
We have left off access for OHIP Invoices, View MOH Files and Invoice Reports - this will allow the provider Care, Virtual to be able to access the Error Reports from View MOH Files, and complete the OHIP corrections from Invoice Reports, or Billing Corrections.
After making any changes to your Edit Billing Permissions make sure that you click Save in the bottom left corner to update changes!