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Hi Rasmus | Camber Billing + Integration: How to Set up Staff Only Activities to Send to Camber without a Prescheduled Appointment

📹Watch: Organization Set up to Send Staff Only Activities to Camber without a Prescheduled Appointment

 

Organization Set up:

1. Check off the Activity Types you would like to send to Camber without a pre-scheduled appointment.

Navigate to [Activity Types] ([Settings] >> [Organization] >> [Activity Types])

Click the 3 dots on the far right-hand side of the activity you would like users to be able to send to Camber.

Check the box that reads: [Allow sending staff activities to practice management without a linked appointment]

Screenshot 2026-06-09 at 5.38.14 PM

Click [Save]


2. Check on the User Privilege

Navigate to [User Privileges], ([Settings] >> [Organization] >> [User Privileges])

Click [Activities] within the User Privileges 

Scroll down to [Allow sending staff activities to PM without linked appointments]

Check on the user roles you would like to engage in sending activities to Camber without linked appointments.

Screenshot 2026-06-09 at 5.41.32 PM