System Security and HIPAA Compliance > Setting Up Security > Creating and Modifying User Templates
The following chart lists the security permissions assigned to each template type:
Permission |
Practice Owner |
Associate Doctor |
Clinical Staff |
Front Desk User |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Modify Security Settings |
X |
|
|
|
|
|
|
Modify Balance Switch |
X |
X |
|
|
X |
|
|
Modify Fee Schedules |
X |
X |
|
|
X |
|
|
Modify Payment Allocation |
X |
X |
|
|
X |
|
|
Setup/Transfer Money to Budget Plan |
X |
X |
|
X |
X |
|
|
Setup/Edit Goals and Scheduling Colors |
X |
X |
|
|
X |
|
X |
Show Production Amounts in Scheduler |
X |
X |
|
X |
X |
|
X |
Delete Accounts/Patients |
|
|
|
X |
X |
|
|
Move A Patient to a New Account |
X |
X |
|
X |
X |
|
|
View RCVTOT Totals |
X |
X |
|
|
X |
|
|
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk User |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Run the Credit Card Settlement Report |
X |
X |
|
X |
X |
|
|
Access Employee/Time Card Info |
X |
|
|
|
X |
|
|
Always Allow Transfer Credits from Pymt Dlg |
X |
|
|
|
|
|
|
Add, Modify, or Reset Payment Plans |
X |
|
|
|
|
|
|
Delete Completed Claim Records |
X |
|
|
|
X |
|
|
Add Transactions |
X |
X |
X |
X |
X |
|
|
Delete Transactions |
X |
|
|
|
X |
|
|
Modify Transactions |
X |
X |
X |
X |
X |
|
|
Modify Transaction Date |
X |
X |
|
|
X |
|
|
Modify Today's Transaction |
X |
X |
X |
X |
X |
|
|
Add Treatment Plan Transactions |
X |
X |
X |
X |
X |
|
|
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk User |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Delete Treatment Plan Transactions |
X |
X |
X |
X |
X |
|
|
Modify Treatment Plan Transactions |
X |
X |
X |
X |
X |
|
|
Modify Treatment Plan Transaction Date |
X |
X |
|
|
X |
|
|
Modify Today's Treatment Plan Transactions |
X |
X |
X |
X |
X |
|
|
Modify Remove Chart Graphic Checkbox |
|
|
|
|
|
|
|
View Patient Chart |
X |
X |
X |
X |
X |
|
|
Edit Initial Patient Chart |
X |
|
X |
|
|
|
|
Delete Patient Chart |
X |
|
|
|
|
|
|
View Prescriptions |
X |
X |
X |
X |
X |
|
|
Write Prescriptions |
X |
X |
|
|
|
|
|
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk User |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Refill Prescriptions |
X |
X |
|
|
|
|
|
Delete Prescriptions |
X |
X |
|
|
|
|
|
Print the Prescription Audit Trail |
X |
X |
|
|
|
X |
|
Delete the Prescription Audit Trail |
X |
|
|
|
X |
X |
|
Delete Providers |
X |
|
|
|
|
|
|
Delete ADA Codes |
X |
X |
|
|
|
|
|
View Patient Medical History |
X |
X |
X |
X |
X |
|
|
Update Patient Medical History |
X |
X |
X |
X |
X |
|
|
Add Clinical Conditions |
X |
|
|
|
|
|
|
Delete Clinical Notes |
X |
X |
|
|
|
|
|
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk User |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Amend Clinical Notes (anytime) |
X |
X |
|
|
|
|
|
Edit Clinical Notes (until end of day) |
X |
X |
|
|
|
|
|
Run the Account Aging Report |
X |
X |
|
X |
X |
X |
|
Run the Accountant's Earnings Report |
X |
X |
|
|
X |
X |
|
Run the Billing Statements |
X |
X |
|
X |
X |
X |
|
Run the Budget Plan Reports |
X |
X |
|
|
X |
X |
|
Run the Collection Reports |
X |
X |
|
|
X |
X |
|
Run the Contact Report |
X |
X |
|
X |
X |
X |
|
Run the Daysheet Report |
X |
X |
|
X |
X |
|
|
Run the Deposit Slip |
X |
X |
|
X |
X |
X |
|
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk User |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Run the Hygiene Analysis Report |
X |
X |
|
|
X |
X |
|
Run the Insurance Payment Distribution Report |
X |
X |
|
X |
X |
X |
|
Run the Insurance Reports |
X |
X |
|
X |
X |
X |
|
Run the Ortho Insurance Reports |
X |
X |
|
|
X |
X |
|
Run the Practice Barometer Report |
X |
X |
|
|
X |
X |
|
Run the Practice Summary Report |
X |
X |
|
|
X |
X |
|
Run the Production Reports |
X |
X |
|
|
X |
X |
|
Run the Receivables Reports |
X |
X |
|
|
X |
X |
|
Run the Referral Reports |
X |
X |
|
X |
X |
X |
|
Run the Registers Report |
X |
X |
|
X |
X |
X |
|
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk User |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Run the Scheduler/Appointment Reports |
X |
X |
X |
X |
X |
X |
X |
Run the Transactions for a Period Report |
X |
X |
|
|
X |
X |
|
Run the Treatment Plan Reports |
X |
X |
|
X |
X |
X |
|
Edit ALL Batched Reports |
X |
X |
|
|
X |
|
|
Run User Selected Reports |
X |
X |
|
|
X |
|
|
Edit Which Users Can See What Experts |
X |
X |
|
|
X |
|
|
Access to the Office Expert Setup |
X |
X |
|
|
X |
|
|
Show Startup Tasks |
X |
X |
X |
X |
X |
X |
X |
Show Office Memos |
X |
X |
X |
X |
X |
X |
X |
Show Today's Memos |
X |
X |
X |
X |
X |
X |
X |
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk User |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Show Office Expert Summary |
X |
X |
X |
X |
X |
X |
X |
Show ERA Notifications |
X |
X |
|
|
|
|
|
Show Production Goals |
X |
X |
|
|
|
|
|
Show High Dollar Patients |
X |
X |
X |
X |
X |
X |
X |
Show Patients Overdue for Recall |
X |
X |
|
X |
|
|
|
Show Patients with Selected User Code |
X |
X |
|
|
|
|
|
Show High Balance Patients |
X |
X |
X |
X |
X |
X |
X |
Show New Patients |
X |
X |
X |
X |
|
X |
X |
Show Birthday Patients |
X |
X |
X |
X |
X |
X |
X |
Show Patients Needing |
X |
X |
X |
X |
X |
X |
X |
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk Staff |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Show Patients Needing Portraits |
X |
X |
X |
X |
X |
X |
X |
Show Patients Needing Medical History Update |
X |
X |
X |
X |
X |
X |
X |
Show Patients Needing Perio Screening |
X |
X |
X |
X |
X |
X |
X |
Show Patients with Watches On a Tooth |
X |
X |
X |
X |
v |
X |
X |
Show Patients That Haven't Been HIPAA Acknowledged |
X |
X |
X |
X |
X |
X |
X |
Show Patients Who Referred Others |
X |
X |
X |
X |
X |
X |
X |
Show Patients |
X |
X |
X |
X |
X |
X |
X |
Show Patients With Multiple Appointments |
X |
X |
X |
X |
X |
X |
X |
Show Patients Out On Referral |
X |
X |
X |
X |
X |
X |
X |
Show Patients w/Outstanding TPs Not Scheduled |
X |
X |
X |
X |
X |
X |
X |
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk Staff |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Show Patients Who Have a History of Being Late |
X |
X |
X |
X |
X |
X |
X |
Show Available Scheduler Times |
X |
X |
X |
X |
X |
X |
X |
Show End of Day Callbacks |
X |
X |
X |
X |
X |
X |
X |
Show Yesterday's Callbacks |
X |
X |
X |
X |
X |
X |
X |
Show Today's Unconfirmed Appointments |
X |
X |
X |
X |
X |
X |
X |
Show Tomorrow's Unconfirmed Appointments |
X |
X |
X |
X |
X |
X |
X |
Show Recurring Credit Card Payments |
X |
|
|
|
|
|
|
Show Document Review |
X |
X |
X |
X |
X |
X |
X |
Show Missed Appointments |
X |
X |
X |
X |
X |
X |
X |
Show eReminders Section |
X |
X |
X |
X |
X |
X |
X |
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk Staff |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
PracticeToGo Can Access End Of Day Callbacks |
X |
X |
|
|
|
|
|
PracticeToGo Can Access Office Financial Information |
X |
X |
|
|
|
|
|
PracticeToGo Can Access Provider Schedules |
X |
X |
|
|
|
|
|
PracticeToGo Can Access Office Reminders |
X |
X |
|
|
|
|
|
PracticeToGo Can Access Referring Doctor Information |
X |
X |
|
|
|
|
|
PracticeToGo Can Access Pharmacy Information |
X |
X |
|
|
|
|
|
PracticeToGo Can Access Rx Information |
X |
X |
|
|
|
|
|
PracticeToGo Can Access Patient Information |
X |
X |
|
|
|
|
|
PracticeToGo Datebook Commands Active |
X |
X |
|
|
|
|
|
PracticeToGo Address Commands Active |
X |
X |
|
|
|
|
|
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk Staff |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Change PracticeToGo System Settings |
X |
X |
|
|
|
|
|
PracticeToGo Has Access to Practice Information |
X |
X |
|
|
|
|
|
PracticeToGo Memo Commands Active |
X |
X |
|
|
|
|
|
Profile Administrator |
X |
X |
|
|
X |
|
|
Modify System Date |
X |
X |
|
|
X |
|
|
Run All SoftDent Utilities |
X |
X |
X |
X |
X |
X |
X |
Check For Updates |
X |
|
|
|
|
|
|
View/Print the Transaction Audit Trail |
X |
X |
|
|
X |
X |
|
Delete the Transaction Audit Trail |
X |
|
|
|
|
X |
|
View Archived Transaction Audit Trail File |
X |
X |
|
|
X |
|
|
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk Staff |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
View/Print Chart Audit Trail |
X |
X |
|
|
|
|
|
Delete Chart Audit Trail |
X |
|
|
|
|
|
|
View/Print Scheduler Audit Trail |
X |
X |
|
X |
X |
|
|
Delete Scheduler Audit Trail |
X |
|
|
|
|
|
|
View/Print HIPAA Security Audit Trail |
X |
X |
|
|
|
|
|
Delete HIPAA Security Audit Trail |
X |
|
|
|
|
|
|
View/Print the PracticeToGo Audit Trail |
X |
X |
|
|
|
|
|
Delete the PracticeToGo Audit Trail |
X |
|
|
|
|
|
|
Print the Reports Audit Trail |
X |
X |
|
|
X |
|
|
Delete the Reports Audit Trail |
X |
|
|
|
|
|
|
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk Staff |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Modify Bluebook |
X |
X |
|
X |
X |
|
|
Modify Recall Settings |
X |
X |
|
|
X |
|
|
Modify Scheduler Settings |
X |
X |
|
|
X |
|
X |
Setup Medical Cross-Coding |
X |
X |
|
X |
X |
|
|
Add/Edit Questionnaires |
X |
X |
X |
X |
X |
|
|
View Questionnaire Resuts |
X |
X |
X |
X |
X |
|
|
Enter Questionnaire Results |
X |
X |
X |
X |
X |
|
|
Delete Questionnaire Results |
X |
X |
|
|
|
|
|
Delete Images, X-Rays, and Scanned Documents |
X |
X |
|
|
|
|
|
Block Slots in the Scheduler |
X |
X |
|
X |
X |
|
|
Permission |
Practice Owner (User #1) |
Associate Doctor |
Clinical Staff |
Front Desk Staff |
Office Manager |
Reports Privileges |
Scheduling Coordinator |
Unblock Slots in the Scheduler |
X |
X |
|
X |
X |
|
|
EDIT Mode in the Scheduler |
X |
X |
X |
X |
X |
|
|
View Practice/Credit Card Information |
X |
X |
|
|
X |
|
|
View Credit Card Numbers |
X |
X |
|
|
X |
|
|
Fingerprint Registration |
X |
|
|
|
|
|
|
Add/Edit Document Categories |
X |
X |
|
|
X |
|
|
Modify eReminders Settings |
X |
|
|
|
|
|
|
Review eForms |
X |
X |
X |
X |
X |
X |
X |
Modify eForms Templates |
X |
|
|
|
|
|
|
Configure eForms |
X |
|
|
|
|
|
|
Add/Remove eForms for Appointment |
X |
X |
X |
X |
X |
X |
X |
Send/Receive eForms |
X |
X |
X |
X |
X |
X |
X |
Modify Patient eForms Settings |
X |
X |
X |
X |
X |
X |
X |
Allow Access To Special Edit Toggle |
X |
X |
|
|
X |
|
|
Modify Different Fee Schedules Flag |
|
|
|
|
|
|
|
Allow Change to Working Office |
|
|
|
|
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