Assigning Event Security Levels

The security level you assign to an event can be from 0, the lowest, to 10, the highest. These numbers correlate with the security access levels assigned to employees. An employee’s security access level must be equal to or higher than an event’s security level.

Assign common events such as Canceling an appointment made in error the lowest security level. An event such as Edit event security levels should be assigned the highest level. For an example of how event and staff member security levels should be set, see the following tables.

Sample Event Security Levels

Event	Security Level
Delete appt made in error.	0
Reschedule normal appointment.	0
Resubmit insurance from ledger.	1
Change producer on a ledger entry.	1
Correct time card.	5
Edit event security levels.	10
Change user's password-forced.	10

Use a security level of 0 for events that all staff members can perform. For an event requiring a security level higher than 0, the system requests log-in authorization.

Sample Security Access Levels

Grouping	Security Level
Doctor	10
Doctor's spouse	9
Associate doctors	8
Office manager	7
Full-time staff member	5
Part-time staff member	2
New staff member in training	1
Unknown user	0

If you look at Edit event security levels in the Sample Event Security Levels table, it shows that the security level required to perform the event is 10. Based on the Sample Staff Member Security Levels table, the doctor is the only person who could perform this event because his security level is the only one equal to or greater than 10.

Use a security level of 0 for events that all staff members can perform. For an event requiring a security level higher than 0, the system requests log-in authorization.

You cannot assign a security level of 0 to a staff member. Zero is reserved for an unidentified user.

To set event security levels:

From the File menu, select Security > Edit access requirements. The Security Access Settings window is displayed.

You should always set Edit event security levels to 10.
In the Required Level column of the event, type the security level. Press Tab to move from column to column and through the rows in the table. Use the scroll bar on the right to move down the list of events.
Click Close.