User Role Overview
When creating a new user in WebPT Billing, you must select a User Type and Role. These settings determine which parts of the application they can access including view and edit permissions. To learn how to update a role, see Update a User Role.
User Type
The type dictates if the user can access one or multiple company accounts.
- Partner: Select this type if the user needs to access multiple companies or if you want to use a Self-Service role. You can choose which companies the user can access and set a default company in the App Permission card.
- Customer: Select this type if the user only needs to access one company. They will be assigned to the company you’re currently logged into.
User Role
The role dictates which pages the user can see and how much access they have to add and edit information. Use the following tables to determine what role best suits the new user.
RevServe & RevEquip User Types
The following user types and roles apply to RevServe and RevEquip Members.
| Role | Definition & Access | Service Type |
| Practice Admin | This user has access to all pages and functionality required for Members with RCM Service. This includes view active and delayed charges, reporting, and adding users. | RevServe, RevEquip |
| Front Office | This user can search for and view patients, add and edit charges, manage unassigned payments, access general productivity and exception reports, and view insurances and referring physicians. | RevServe, RevEquip |
| Provider | This user has very similar access to the Front Office user above, however, they can only view charges by patient. | RevServe, RevEquip |
| Partner Admin | This user has full access to all pages and functionality for each company to manage the billing lifecycle from end-to-end. This includes creating users. | RevEquip |
| Partner CSR and Payment Poster | This user has access to both payment posting and accounts receivable functionality, including managing patient records, add/view charges, post payments, work zero pays and open balances, and review payment balancing and aging reports. | RevEquip |
| Partner Payment Poster | This user can manage patient records, add/view charges, post payments, and review payment balancing reports. | RevEquip |
| Partner Customer Service Representative | This user has access to the billing, payment posting, accounts receivable functions, and the related reports. | RevEquip |
Note: A new Role type, Front Office Billing - EMR Access Restriction, has been added to restrict staff from viewing the Payment Balancing Report for all Locations.
Role Permissions by Page
Download the PDF below for a complete list of RevServe & RevEquip roles and the pages they can access in WebPT Billing.
Self-Service
The following user types and roles apply to WebPT Billing Self-Service Members and require a Partner User Type.
| Role | Definition & Access |
| Self Service Admin | An admin user has complete access to the application. They have edit all company constants and create new users. |
| Self Service Manager | A manager user that has access to all claims, payment, and A/R pages, with limited view access to admin pages. |
| Self Service Front Office | This user can view patient information, add/edit charges, manage unassigned payments, and view reports, including balance-related reports. |
| Self Service AR Specialist | This user has access to the claims worklists and all AR follow-up processes. They can access patient information, charges, some claim functions, some payment functions, follow-up, and reporting. |
| Self Service Payment Poster | This user has full access to all payment posting functions and their related balancing and activity reports. |
| Self Service AR and Payments | This hybrid role has access to all payment posting and AR functions, including their related reports. |
| Self Service Claims Mgmt | This user has access to charge, billing, and accounts receivable processes, including claims, balances, denial management, and key reports. This user can also update constants. |
Role Permissions by Page
Download the PDF below for a complete list of Self-Service roles and the pages they can access in WebPT Billing.