Configuring OrthoTrac > Setting Up Security
Use Staff Profiles to customize permissions for an individual employee. Set up Staff Profiles using the Security window.
When you change security permissions for an individual employee, that employee is no longer linked to a staff type. If you make future security permission changes to this employee’s staff type using the By Staff Type option, the changes affect only the employees of that staff type whose permissions have not been customized.
You must use the By Staff option to apply changes for employees with customized security permissions.
To configure staff profiles:
Select Functions > Maintenance/Setup > Security from the menu bar.
Select By Staff.
Select an employee from the drop-down list.
Select a category from the Category list. A list of functions is displayed in the right pane.
Click in the Permission column next to the function for which you are setting permissions.
Click Enable All or Disable All to enable or disable all functions in the selected category.
Select Yes to enable access to this function for the selected employee.
OR
Select No to disable access to this function
for the selected employee.
Enabling the Auto Payment Reports function can display complete credit card numbers on the Auto Payment report. It is recommended that you only enable this function for staff members who need this information to process automatic payments, such as practice owners, doctors, and office managers. Credit card account numbers will be partially hidden on the report if the client has or had Carestream Dental’s ePayment processing when the card was originally entered for a patient, or if the staff member who has access to the report does not have a password set up to log in to OrthoTrac. For more information on Auto Payment report security, see Configuring Security for the Auto Payment Report.
Repeat this procedure to set permissions for additional staff members or additional categories.
Click OK to save your changes and close the Security window.