L. Beardsley CPA, PLLC: Accounting & Cost Reports for Healthcare Providers - Medicare, Medicaid & Medi-Cal, Patient Billing

An online account lets you access your documents (e.g.: an online banking account). A File Cabinet system lets you access your documents as well as the documents held in other File Cabinets throughout your organization. Think of your electronic File Cabinet as a physical cabinet. Everybody has a file cabinet in his or her office to store the records for which he or she is responsible; and everybody can access documents in a co-worker's file cabinet if authorized to do so.

No, the new security standards do not apply to all accounting documents, they vary from State to State and are evolving, so we can send your documents by mail or email if this is still legal in your State. Please advise if you wish that we do so. We have decided to store all our clients documents in their File Cabinets because it is safer, convenient for all, and cost effective. When it comes to what You send us, we recommend that you use your File Cabinet for documents that are confidential or for documents that we may need again in the future.

Unless somebody has registered you in our system, your File Cabinet is not ready. You need to register in our site to create your File Cabinet, and you need to click on the link in our confirmation email to activate it. Here is how you should proceed:

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The File Cabinets of the members of your organization can be accessed via a click on the File Cabinet link in the File Cabinet menu. Should a File Cabinet be missing from this list, please contact its owner to make sure that he or she has properly documented the "Account number" field in his or her "Contact Info" tab. Both of you should share the same account number. Please also note that accessing a File Cabinet does not mean that you will be able to access its content (see next FAQ). Here is how to navigate to another File Cabinet:

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Contact your co-worker and ask her to grant you access to her File Cabinet's content. You can send her an email or private message right from her File Cabinet with a click on the "Messages" menu.

By default, the content of your File Cabinet can only be accessed by you, your accountant and the users you add to your guest list (i.e.: so a prerequisite is that these individuals are registered into our site and members of your organization). Click on the green "Connections" menu to open your File Cabinet to a co-worker:

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While your File Cabinet can only be accessed by your accountant and the users you have added to your guest list, you may further restrict access to your documents by associating Connections Types to your Cabinet Tabs (categories of documents) and by associating guests to each of these Connections Types. Note that while multiple Connections Types can be associated to a single individual, only one Type of connection can be associated to a File Cabinet tab, so remember to always include us in the group that you have authorized to access a given tab (i.e.: if a tab can only be accessed by your "Central-office" staff, put us in the "Central-office" category.) If you do not, we will no longer be able to save documents in your cabinet. Here is how to proceed:

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Voila!