If a user only has security for self-payment posting, do they need to jump to the SelfPayment Posting form from the Insurance Posting form?

If a user only has security for self-payment posting, do they need to jump to the SelfPayment Posting form from the Insurance Posting form?

• A. Yes, always
• B. No, they will not need to do this step
• C. Only if requested by admin
• D. Yes, but only on Sundays

Answer: (B)

The key idea is that system access is determined by security permissions. If a user is only allowed to post self-payments, the interface will present and allow you to use the Self-Payment Posting path, and you won’t be expected or able to navigate through the Insurance Posting form. Jumping from Insurance Posting to Self-Payment Posting isn’t needed because you don’t have access to Insurance Posting in the first place, and you should operate directly within the Self-Payment Posting workflow. If you ever needed access to both areas, that would require a change in permissions from an admin, but with just self-payment posting rights, no extra step is required.

The key idea is that system access is determined by security permissions. If a user is only allowed to post self-payments, the interface will present and allow you to use the Self-Payment Posting path, and you won’t be expected or able to navigate through the Insurance Posting form. Jumping from Insurance Posting to Self-Payment Posting isn’t needed because you don’t have access to Insurance Posting in the first place, and you should operate directly within the Self-Payment Posting workflow. If you ever needed access to both areas, that would require a change in permissions from an admin, but with just self-payment posting rights, no extra step is required.