This process will outline the instructions for a BestNotes account to add an Independent Billing Service user to their account. 

Using BestNotes' Independent Billing Service functionality, Independent Billing Services are able to register with the BestNotes system and use it as a gateway to provide billing services to others using BestNotes. This functionality gives BestNotes customers the option of configuring Independent Billing Services access to their BestNotes account in a restricted and HIPAA-compliant way.

A two-part authentication mechanism is used which combines initial authentication against a shared key defined as a "Billing" user on the endpoint system, and secondary authentication against the Independent Billing Service account's internal users. All access is logged within the endpoint system, and usage is audited the same as with regular users of the system.

As long as these users are setup correctly, you will not be charged for an Independent Billing Service user. 

Setting up your account this way, and the Billing Service Bsetting up their account correctly will result in this two-part authentication mechanism.

This setup will record the actions of the users, and allow the company to view the usage of the billing user in the "Audit Report."

Permissions Required

To setup an Independent Billing Service user, you must have the "Manage Users" permission.

Create Billing User

1. Navigate to "Settings" then "Users."
2. Select the person with a plus icon next to the "Billing" user type.
3. Enter the Independent Billing Services name in the "First" and "Last" name fields.
4. Enter the Billing Service user's email. It is important that this email belong to the Billing user because their password setup will be sent to the email listed here.
5. Enter the "User ID" as something that would be easy for the biller to remember.
6. Verify that the "User Type" drop-down is set to "Billing."

   Caution:  It is critical that the "User Type" is "Billing." Otherwise, the account is created as a "Standard" user and will not prompt for secondary authentication. You will also be charged for a standard user.

7. Select the name of the "Billing Company" from the drop-down. If the billing company you use is not listed in the "Billing Company" drop-down, contact BestNotes support.
8. Assign individual permissions for the billing user based on your billing needs.
9. Save the user.
   

You can create multiple billing users with different permission levels if needed.