System Security and HIPAA Compliance > Setting Up Security > Tasks with Limited Access
Tasks can be accessed from the following windows:
The table describes each limited access task for the Reports category.
Category |
Task |
Description |
Reports |
Run the Account Aging Report |
Enables the user to run the Account Aging report. |
Reports |
Run the Accountant's Earnings Report |
Enables the user to run the Accountant's Earnings report. |
Reports |
Run the Billing Statements |
Enables the user to run statements, statement previews, electronic statements, and the statements that can be accessed from the Options section of the Express Bar or the Options menu in the Account List and Account windows. |
Reports |
Run the Budget Plan Reports |
Enables the user to run all budget plan reports. |
Reports |
Run the Collection Reports |
Enables the user to run all collection reports. |
Reports |
Run the Contact Report |
Enables the user to run the Contact report. |
Reports |
Run the Daysheet Report |
Enables the user to view and print the daysheet. |
Reports |
Run the Deposit Slip |
Enables the user to run the Deposit Slip report. |
Reports |
Run the Hygiene Analysis Report |
Enables the user to run the Hygiene Analysis report. |
Reports |
Run the Insurance Payment Distribution Report |
Enables the user to run the Insurance Payment Distribution report. |
Reports |
Run the Insurance Reports |
Enables the user to run all insurance reports. |
Reports |
Run the Ortho Insurance Reports |
Enables the user to run all ortho insurance reports. |
Reports |
Run the Practice Barometers Report |
Enables the user to run the Practice Barometers report. |
Reports |
Run the Practice Summary Report |
Enables the user to run the Practice Summary Report. |
Reports |
Run the Production Reports |
Enables the user to run all production reports. |
Reports |
Run the Receivables Reports |
Enables the user to run all receivables reports. |
Reports |
Run the Referral Reports |
Enables the user to run all referral reports. |
Reports |
Run the Registers Report |
Enables the user to run the Registers report. |
Reports |
Run the Scheduler/Appointment Reports |
Enables the user to run all scheduler and appointment reports. |
Reports |
Run the Transactions for a Period Report |
Enables the user to run the Transaction for a Period report. |
Reports |
Run the Treatment Plan Reports |
Enables the user to run all treatment plan reports. |
Reports |
Edit ALL Batched Reports |
Enables the user to edit reports in a report group. |
Reports |
Run User Selected Reports |
Enables the user to run all User Selected reports. |
Reports |
Edit Which Users Can See What Experts |
Enables the user to dictate which users can access the experts. |
Reports |
Access the Office Expert Setup |
Enables the user to set up Office Expert items. |