Setting Up Security

When the software is installed, User ID 1 is automatically assigned the name Doctor and the password Doctor12. This user has the highest level of security rights. Only User ID 1 can change security settings and add users. When you decide who will be responsible for creating and maintaining user login information, change the name and password of User ID 1.

If you are upgrading from a version of the software prior to v8.0, the login name and password of User ID 1 are set the same as the previous Access Level 0.

To properly set up your security system, you must perform the following:

Enable system security:Enable system security:If the system security is not enabled, all users can perform any action, regardless what other security settings you have made.
Add users:Add users:Assign each system user a unique login and password. This process enables you to restrict the actions each user may perform and to track actions using audit trails.
Set up user’s rights:Set up user’s rights:Assign a set of rights to each user. For example, the program includes a set of templates already prepared for positions such as Front Desk User, Office Manager, and Clinical Staff. You can alter these templates to suit your needs or create your own templates.
Set up security overrides (Optional):Set up security overrides (Optional):You can set up an override that enables users to perform restricted functions.

To access the security windows, select System > Change System Settings > System Security. The Security menu is displayed.

TipTip

If the doctor has top-level security privileges and uses the computer throughout the day, create a second log-in name with lower-level security for everyday use. Save the top-level login for the times when you need it, and safeguard your data!