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 Miscellaneous category.
Category |
Task |
Description |
Miscellaneous |
Profile Administrator |
Enables the user to edit time card preferences (System > Change System Settings > Time Card Preferences). |
Miscellaneous |
Modify System Date |
Enables the user to modify the system date in the General System Settings window. |
Miscellaneous |
Run All SoftDent Utilities |
Enables the user to run restricted access utilities. The Instant Recare Codes Setup, Delete Transaction History Maintenance, Archive Transactions History Maintenance, Assign Hygienist ID to Patient, Change All Account ICMs, Modify Routing Slip Codes, Define User Quick Letters, Copy Bluebook Between Plans, RCVTOT Compress, and Edit Scheduler Parameters utilities all have restricted access settings. |
Miscellaneous |
Check for Updates |
Enables the user to check for updates to SoftDent. |
Miscellaneous |
View/Print the Transaction Audit Trail |
Enables the user to view or print the transactions audit trail. |
Miscellaneous |
Delete the Transaction Audit Trail |
Enables the user to purge unwanted transaction records from the audit trail. |
Miscellaneous |
View Archived Transactions Audit Trail File |
Enables the user to view archived transactions in the Trans.hst file. |
Miscellaneous |
View/Print Chart Audit Trail |
Enables the user to view or print the charting audit trail. |
Miscellaneous |
Delete Chart Audit Trail |
Enables the user to purge unwanted charting records from the audit trail. |
Miscellaneous |
View/Print Scheduler Audit Trail |
Enables the user to view or print the scheduler audit trail. |
Miscellaneous |
Delete Scheduler Audit Trail |
Enables the user to purge unwanted scheduling records from the audit trail. |
Miscellaneous |
View/Print HIPAA Security Audit Trail |
Enables the user to view or print the HIPAA security audit trail. |
Miscellaneous |
Delete HIPAA Security Audit Trail |
Enables the user to enable the HIPAA Audit Logging feature and purge unwanted HIPAA security records. |
Miscellaneous |
View/Print the PracticeToGo Audit Trail |
Enables the user to view or print the PracticeToGo audit trail. |
Miscellaneous |
Delete the PracticeToGo Audit Trail |
Enables the user to purge unwanted security records from the audit trail. |
Miscellaneous |
Print the Reports Audit Trail |
Enables the user to view or print the reports audit trail. |
Miscellaneous |
Delete the Reports Audit Trail |
Enables the user to delete the reports audit trail. |
Miscellaneous |
Modify Bluebook |
Enables the user to modify bluebook data. This task must be selected if a user is to add, edit, or delete bluebook entries or update the bluebook when posting insurance payments. |
Miscellaneous |
Modify Recare Settings |
Enables the user to dictate recare settings. |
Miscellaneous |
Modify Scheduler Settings |
Enables the user to dictate scheduler window settings. |
Miscellaneous |
Setup Medical Cross Coding |
Enables the user to access the Cross Coding for ADA Code and Diagnosis Codes for CPT windows. |
Miscellaneous |
Add/Edit Questionnaires |
Enables the user to create and edit questionnaires. |
Miscellaneous |
View Questionnaire Results |
Enables the user to view questionnaire results. |
Miscellaneous |
Enter Questionnaire Results |
Enables the user to enter questionnaire results. |
Miscellaneous |
Delete Questionnaire Results |
Enables the user to delete complete or incomplete questionnaires. |
Miscellaneous |
Delete Images, X-rays, and Scanned Documents |
Enables the user to delete documents or images attached to application records. |
Miscellaneous |
Block Slots in the Scheduler |
Enables the user to block slots in the scheduler windows. |
Miscellaneous |
Unblock Slots in the Scheduler |
Enables the user to unblock slots in the scheduler windows. |
Miscellaneous |
EDIT mode in the Scheduler |
Enables the user to view scheduler windows in EDIT mode. This includes making, canceling, and rescheduling patient appointments. |
Miscellaneous |
View Practice/Credit Card Information |
Enables the user to view credit card information. |
Miscellaneous |
View Credit Card Numbers |
Enables the user to view patient credit card numbers. |
Miscellaneous |
Fingerprint Registration |
Enables the user to acquire, verify, and delete employee fingerprints. |
Miscellaneous |
Add/Edit Document Categories |
Enables the user to add or edit document categories (System > Customize Document Categories). |
Miscellaneous |
Modify eReminders Settings |
Enables the user to modify settings for the eReminders software. |
Miscellaneous |
Enable CareCredit |
Enables the user to set up the CareCredit service. |
Miscellaneous |
View/Print Patient Information Audit Trail |
Enables the user to view and print the Patient Information Audit Trail report. |
Miscellaneous |
Delete Patient Information Audit Trail |
Enables the user to delete the Patient Information Audit Trail report. |