This feature is in beta testing. If you would like to test the feature, please reach out to support.
The new Business Intelligence menu is organized into two sections — Billing Intelligence and Practice Intelligence — each containing its own dedicated screens. Access is permission-based: users only see the sections they’re authorized for, with permissions automatically enabled for existing users.
For new users, access to Billing Intelligence is granted to Providers, Billing Staff, and Office Managers, while Practice Intelligence is available to Providers, Staff, and Office Managers.
