Configuring OrthoTrac > Setting Up Security > Initial Security Setup Suggestions
To access the Security window:
Select Functions > Maintenance/Setup > Security.
Some functions allow pass-through security access. If you have security permissions to access a parent function, you can also access related functions, even if you do not have security access for that function. The following table lists parent functions, which allow pass-through security access to sub-functions.
Functions with Pass-Through Security Access
Parent Function |
Allowed |
Carrier Maintenance |
Employer Maintenance |
Daysheet (Daily) |
• Post Auto Payments • Roll Accounts |
Roll Accounts |
Post Auto Payments |
Patient Check Out |
• Post Charges and Payments • Schedule Appointments |
Quick Add |
Schedule Appointments |
Contact Experts |
• Post Letters • Cards |
Office Expert |
All functions displayed in Office Expert |
Point-of-Care |
Charting, Patient Flow |
Employees who have security access permissions for Daysheet, but not for Roll or Post Auto-Payments, can roll and post auto-payments while running the daysheet when the prompts for these functions are displayed.
Initial Security Setup Suggestions
Setting Up Security Permissions