Rotessa Roundup | April 2022

April at Rotessa has been productive as the hints of sun and Spring motivate us! This month in the Roundup: A reminder about our updated User roles, an Accounting and Bookkeeping Partner blog, and – of course – a little office party.

1. An update to our User roles

We have updated our User permissions. Thank you to those of you who have contributed your feedback on this portion of the app in the past. We hope these changes will help improve your experience managing the app.

Rotessa has always had three user settings – Admin, Create/Edit, Read Only – and this hasn’t changed! We’ve just slightly updated these User types to give you more flexibility and control.

User types

Read Only — The permissions for these users are the same as before but we’ve provided a better definition so you know exactly what they have access to.

Full Access — The permissions for these Users – formerly known as Admin – are the same, as well.

Custom — Users have replaced Create Edit users on the account. The biggest change will be seen with this user type, as you can see from the screenshot below. Custom users can have a combination of the following permissions, based on your needs.

The user table has been updated to display the user roles more clearly than before. We’ve also added descriptions to the roles so you know which users have access to what in your Rotessa account.

The Primary Contact tag belongs to the initial user who created the Rotessa account. Rotessa will mainly correspond with this user about the account. Only a Full Access user can become the Primary Contact user.

We’ve also updated the email notifications for users who are connected to multiple Rotessa accounts. You can now set unique notifications for each account. You can access email notification settings from your profile settings in the top right-hand corner of your Rotessa account.

2. Sean Birdsell: How to manage payments at a medical clinic

Your medical clinic wants to manage overhead and its payments from doctors. Using Pre-authorized Debits (PADs) allows a medical clinic to collect payments from their doctors on time, every time. By agreeing to an automatic withdrawal, both payor and payee avoid any late payments or additional fees and avoid the hassle of writing and keeping track of e-transfers and paper cheques.

So then, how do you organize and implement PADs into a clinic’s bookkeeping workflow?

Sean Birdsell of Birdsell Consulting shares his step-by-step process of implementing PADs at his clients’ clinics.

Visit the Rotessa blog to read Sean’s full post for the full workflow.

3. The Masters 2022

We have an old tradition of grilling up steaks and having a big lunch all together on the Friday of The Masters. It is always such a great time where we get to enjoy one another’s company.

To make the weekend more interesting, we had the team choose a few players from a pool and whoever won would receive a prize. As luck would have it, both Alex and Laura chose Scottie Scheffler. More Starbucks for everyone!