Default Template Permissions

Permission

Practice Owner
(User #1)

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-Rays

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
Re-entering Practice

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