Skilled Nursing Facilities

Collections Security

You must assign appropriate security roles to enable the required level of access to the Collections module. You can assign 1 of the system roles of Collections Setup (system) or Collections User (system) or create a new security role. Only the security administrator can assign security roles.

After a collections role is assigned, you can associate a user to collections groups from Security Users or Groups setup. If using User Account Provisioning, a collections user can be assigned to a collections group(s) automatically when a new user is created or an update to a user is received. The user must be associated to a collections role to select a collections group. 

Warning

After you are assigned to a collections security role, you must be assigned at least one Collections Group to notate in the Collections module. For more information, see Creating Collections Groups Set Up.

  1. Do one of the following: 

    • Single facility: Admin > Setup > Security Roles.

    • Multi-facility: Management Console > Standards > Financial Management > Security Roles.

  2. Click Print to review functions assigned in role.

  3. Click Users to assign users to the role.

  4. Select the users to assign.