Permission FAQs and Examples

Permission FAQs and Examples


Permission FAQs and Examples


Permissions that are not checked will appear with yellow highlighting.



If you search for a Permission, such as, Overbooking, the Permission will be highlighted in green.



Overbooking Permission

Allow Overbooking controls if a User can save an Appointment that would allow more Appointments in a Slot than what has been defined for that Slot.

  • If the User has Permission to Overbook, a Warning will display.
  • If the User does not have the Permission to Overbook, the Appointment cannot be booked.



Chart Note Permission

This is only available if Chart Notes have been set up for your Database.


This Permission is for both the Encounter Dashboard and the Patient Dashboard.


Under Encounter Dashboard, select the checkbox for Chart Notes.



Save report filters

For Users to be able to save their own Report Filters, select the checkbox for Add/Modify Report Filters under Reports.It is Add/Modify under Reports.



Access to User Maintenance

The only User Role that has access to add or modify a User is the Role of 

Administrator > Site Admin. This is set up by your Implementation Manager or Support.


Limit a User's Access

  • If an IP address is entered, they will only be able to access from that IP address.
  • The time and days of the week can be chosen to define when the User can log into the System.


In the example below, the User can only log into the System from 8:00 AM to 5:00 PM and only on weekdays. This simply restricts the User from logging in at home or on the weekends. For HIPAA compliance, limiting User's access is recommended.




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