BestNotes Independent Billing Service User Setup Guide : BestNotes Classic Edition

This article provides instructions for Independent Billing Service companies to add and manage Billing Service users within their BestNotes account, leveraging a secure, HIPAA-compliant two-part authentication mechanism.

Permissions Required

Manage Users

Setting Up Independent Billing Service Users

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 Services internal users. All access is logged within the endpoint system, and usage is audited the same as with regular users of the system.

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."

Audit Report showing billing user activity

This section is intended for the Independent Billing Services account. This will create the user account for the billing user that will be accessing the company as an independent billing service. To perform this setup, you must already be added to our list of Independent Billing Services, and have the "Manage Users" permission.

Manage Users permission highlighted

Create billing user account

You must also have a user created for the individual that will be logging into the company.

Navigate to "Settings" then "Users."

Independent Billing Service authentication flow

Navigation to Settings > Users

Select the person with a plus icon next to the "Restricted Users" user type.

Enter the biller's name in the "First" and "Last" name fields.

Selecting Restricted Users type

Entering first and last name

Enter the biller'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.

Enter the "User ID" as something that would be easy for the biller to remember. We recommend first initial and last name.

Entering biller's email

Entering User ID

Verify that the "User Type" drop-down is set to "Restricted."

Caution: It is critical that the "User Type" is "Restricted." 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.