To view and manage permissions, select Administration > Permissions and then select Group Permissions or User Permissions.
For more information, see How to Assign Group and User Permissions.
The following permissions are grouped by category. Some items are contingent upon the features enabled for your practice (such as Ortho Clinical Summary).
Administration
Change Admin Settings - Can access Administrative settings.
Insurance Settings - Can access, add, and edit Insurance Payers and Plans.
Lab Tracking - Can access the Lab Management screen to create and edit Labs.
Manage Implants - Can access Implants screen to add and update manufacturers and brands.
Manage Referral Sources - Can access, enter, and manage Referral Sources.
Procedures and Fees - Can access Procedure List & Fee Schedule and the Manage Group Procedures screens.
Questionnaire Templates - Can access, create, and edit Questionnaire Templates.
Questions - Can access the Question Library to update questions.
Routing Slips - Can access and update Routing Slips Rules.
Templates - Can access and manage multiple types of templates.
Timecard Reporting - Can access and print Timecard Reports.
Financial
Accounts Receivable - Can access Accounts Receivable screen and enter payments.
Applied Payments - Can access and report on Applied Payments.
Claim Estimation Adjustments - Can adjust the estimation details of a claim and manually adjust the calculated Insurance Share.
Correct Ledger Transactions - Can adjust transactions on the Patient Ledger.
Daysheets & Archived Daysheets - Can access Financial Daysheets and print reports.
Patient Financials - Can access Patient Ledger and Payment Plans.
Provider Production - Can access the Location Production by Provider reports.
Remove Ledger Transactions - Can remove transactions from the Patient Ledger.
Report Generator - Can access and generate reports from the Location Report Generator.
View Financials - Can access Patient and Location Financial features.
Claims Management
Insurance Claims Management - Can access the Patient and Location Claims Management screens.
Claims Management (UK)
NHS Claims Contract - Can access NHS Claims/Contracts for a Patient.
NSH Claims Management - Can access NHS Claims Management screen for a Location.
Clinical
Aligner Tracking - Can access Aligner Tracking for a patient.
Clinical Chart (EMR) - Can access the Patient EMR interface.
Clinical Images - Can access Patient Clinical Images.
Hard Tissue Chart - Can access Patient Hard Tissue Chart.
Manage Clinical Lists - Can manage the lists that are selectable in the Clinical interfaces (Administration).
Manage Prescriptions - Can create and manage Patient Prescriptions.
Mechanics Tracking - Can access Mechanics Tracking for a patient.
Medical History - Can access and update Patient Medical History.
Orthodontic Clinical Summary - Can access the Patient Ortho Clinical Summary.
Perio Chart - Can access the Patient Perio Chart
Soft Tissue Chart - Can access the Patient Soft Tissue Chart.
Treatment Plan - Can access, create, and update Patient Treatment Plans.
Reports and Lists
Active Patient Lists - Can access patient-based reporting.
Dashboard and Customized Reporting - Can access and generate reports from the Dashboard.
Lab Case Management - Can access the Lab Case Management worklist.
Location Home Screen - Can view the Location Home screen.
Referral Follow-up - Can access the Referral Follow-Up worklist.
Referral Sources - Interactions by Referral Source - Can access and print this report.
Referral Sources - Procedure Trend Analysis - Can access and print this report.
Referral Sources - Productivity by Referral Source - Can access and print this report.
Referral Sources - Referral Activity - Can access and print this report.
Statement Worklist - Can view and generate statements from this worklist.
Unbilled Procedures - Can access and process items on this worklist.
Unposted Procedures - Can access and process items on this worklist.
View All Locations - Can access the All Locations tab for the practice.
General
Can Overwrite Block Booking Rules - Can override applied templates when scheduling appointments.
Collect Patient Form Data - Can access patient questionnaires and enter responses.
Unrestricted Appt Queue View - Can access and process patients in the Appointment Queue.
Appointment Administration
Edit Location Schedule Planning - Can edit Location schedules.
Edit Provider Schedule Planning - Can edit Provider schedules.
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