Credential-Based Scheduling & Authorizations
This update helps ensure providers only schedule or bill services matching their credential type reducing manual errors and keeping data consistent.
How It works:
1. Contract Setup: Credential types can now be linked to contract rates, flowing automatically into authorizations and services.
2. Authorizations & Services: Credential types are visible when adding or editing services, ensuring they connect to the correct contract.
3. Staff Setup:
In each staff profile, assign their Credential Type.
To update Credential-Restricted Scheduling:
Navigate to Staff Portal → Access Settings.
Toggle Credential-Restricted Scheduling.
Select the Credential Type.
OFF (default): Providers can schedule any service.
