User/Staff Access Permissions

Security

Allow Login Outside the Office   

• Checked - can access the program from any location.
• Unchecked - can only access 4D from the IP addresses set for office locations.

Ignore automatic logout

• Checked - session will not time out (Not HIPAA compliant)
• Unchecked (default) – Session will log out if no activity after 40 minutes

Scheduling

Edit Appointments         

• Checked - allows user to create new appointments and edit appointment details.
• Unchecked – user can view but not make changes to appointments

Appointment Context Menu       

• Checked – users can see the menu options when right clicking an appointment
• Unchecked – Users do not see any menu items when right clicking appointment

Write Private Note          

• Users will have the Write Private Note option on the appointment menu.

Patient

Create New Patient         

• User has the Add New Patient option on the Patient Search and when right clicking an open slot on the schedule

Send Portal Invite  

• User has the Send Portal Invite options on the New Patient Data page and on the Patient > Summary page

Profile – Edit Profile        

• User can make changes to the patient profile information

Profile – Edit Alerts         

• User can add and edit patient alert popups on the profile page.

Profile – Edit Notes         

• User can add edit patient notes on the profile page

Financials – View Financials         

• User has the Financials Tab visible on their display and can see the page

Financials – Issue Credit/ Refund              

• User has access to the Credit and Refunds page and can create these transactions. User can also void transactions from the Patient > Financial > Void Transaction screen without a time constraint. Should be limited to the highest-level administrator.

Financials – Accept returns          

• User can accept and enter returns of products. This does not refund the transaction but issues a credit to the account which can then be refunded later. If the item is an inventory item it allows the item to be returned to stock.

Financials – Adjust Price

• User has access to the Financial > Price Adjustment screen and can adjust the price of completed transactions.

Treatment Plans/Quotes – View and Print             

• User can see existing price quotes and can print or emailthem to patients.

Treatment Plans/Quotes – Edit  

• Users can create and modify existing price quotes. Needed by doctors, patient care coordinators

Treatment Plans/Quotes – Obtain Signature        

• Users can see the signing icon on the Quotes page and can bring up a quote for patient signature or forward the quote to the patient portal for signing by the patient.

Clinical – Write Notes    

• All users can write non-clinical notes such as telephone calls, messages, etc.
• When this is checked users have access to all the other clinical note types and the Write Chart Note menu item when right clicking a patient appointment in the scheduler. The user can write a chart note and sign it under their name. The chart note may be forwarded for co-signature depending on the setup of chart notes in your office.

Clinical – View Medical History  

• User has access to view the Vitals, ROS, Medical History tab of the Patient > Clinical section

Clinical – Edit Medical History    

• User can add or change the information in the Vitals, ROS, Medical History tab

Clinical – ePrescribe        

• User can see and access the ePrescribe tab in the Patient> Clinical section

Forms and Scans – Edit Scans and Documents        

• Users can import scans and can change information about the scan

Forms and Scans – Generate Forms         

• Users have the Generate Forms menu item and can create new forms for patients and print them out, email or send them to the patient portal.

Forms and Scans – Use Scanner 

• Users have the Scan menu item visible and can control the local scanner to send documents to the database.

Photos – View   

• Users have the Media tab visible to be able to see patient photos and videos

Photos – Upload and Edit             

• Users can import photos and videos and can change information about the photo metadata

Photos – Search Photos/Collections        

• Currently not implemented

Implants – Edit 

• Users can add and edit implant information including using bar code scanning.

Money

Sales     

• Users can see the cash register screen but cannot process a transaction

Sales – Create Sales        

• Users can process a transaction and accept payment

Receipts              

• Users can view and print sales receipts

Receipts – Void 

• Users can void sales receipts created in the last 8 hours

Practice

Office – View     

• User can view Practice > Admin section but not edit. This includes doctor and staff personal details

Office – Edit       

• User can edit Practice > Admin section. Should be limited to highest level staff

Care Plans – View            

• Can view information about quote templates in the admin section

Care Plans – Edit              

• Can edit information about quote templates in admin section

Clinical – View  

• Can view the Practice > Clinical section

Clinical – Edit     

• Can edit the information in the clinical section including chart note templates.

Manage – View/Edit       

• Not currently implemented

Download Data – Practice Level 

• User can download all practice data

Download Data – Single Patient 

• User can download all clinical data about individual patients

Reports – Daily reports 

• User can create reports in the daily section

Reports – Financial/Marketing/Payments/Charges/Procedures      

• User can access reports from the corresponding section

Biller

Payor Management – View         

• User can see the list of payors for the office

Payor Management - Edit             

• User can add and remove payors for the office

Billing Processing – View              

• User can see but not edit information about billings created and in processing for patients

Billing Processing – Edit 

• User can fully manage the billing process for the office

Patient Statements         

• User can generate and print patient statements

Post Payments  

• User can view and post payments from third party payors to patient accounts