Manage Users
- 13 Feb 2025
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Manage Users
- Updated on 13 Feb 2025
- 1 Minute to read
- Print
- DarkLight
- PDF
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The "Manage Users" page allows administrators to create, delete, and manage user access and permissions in Claim.MD. This ensures that only authorized users can access sensitive information and perform critical tasks. Only administrators have access to this page.
User Types
- Administrator: Can manage users, settings, and features. Only administrators can configure SFTP/API setups.
- Standard: Access can be restricted to certain features, but they can view all provider data within allowed features.
- Eligibility Only: Access limited to Eligibility for one provider, with no eligibility history visibility.
- Accounting/Invoices: Access restricted to the View/Pay Invoices page.
HIPAA Compliance
To comply with HIPAA regulations, each user must have unique login credentials exclusive to Claim.MD. Users should never share login details as it compromises the confidentiality of personal health information.
Steps to Add a New User
- Click the button on the left-hand navigation bar.
- Select the desired User Type from the dropdown; a description will appear for each type.
- Click the button.
Admin User Limitations
- New Plans: Allow multiple admin users at no extra cost.
- Older Plans: May incur charges if exceeding the free admin user limit.
- Plan Verification: Check your Claim.MD account to verify your plan type.
Enter the user's contact information (e.g., Name, Email, Phone, Address).
Full Name Required
Ensure you provide the user's full name. Avoid generic names like "office staff". Add a fax number if faxing claims or appeals.
Customize user privileges under "Standard Access Privileges" by selecting the relevant checkboxes:
| Privilege | Description |
|---|---|
| Upload Claims | Access the Upload Files menu to upload claim files. |
| Access Claims | View claims and their history. |
| Modify Claims | Edit, correct, or modify claims. |
| Archive Claims | Remove untransmitted or erroneous claims. |
| Transmit Claims | Authorize claims for submission to carriers. |
| Access Reports | Generate and view reports on claims and remittances. |
| Access Eligibility | View patient eligibility information. |
| Access ERA | View, print, or download Electronic Remittance Advice (ERA). |
| Enroll Providers | Add providers and manage enrollment forms. |
| Invoices/Payments | Access and manage invoices and payments. |
| Restrict IP Address | Limit system access to a specified IP address. |
Click to send the user an email for account setup. The email link is valid for 3 days.
Setup Notification
The system notifies you when the user completes the setup process, including the expiration time and whether a username was selected.
Removing Users
- Select the user from the User List.
- Click the red "Delete" button at the bottom.
- Confirm the action by clicking "OK".