Security Overview
To be HIPAA compliant, each user should have their own unique user name and password.
Security Level of Site Administrator
A Site Administrator has access to all functions in the System.
Users that have been assigned the Security Level of Site Administrator have access to add Users, Roles, and Permissions on the Admin Dashboard.
- Assigning a User the Security Level of Site Administrator is done during your database setup, by your Implementation Manager during training, or by Support after training.
- It is recommended that you have two Site Administrators.
Administrators
Users with the Role of Administrator have access to all functions in the System except the ability to add Users, Roles, and Permissions.
- A User can have the Role of Administrator but not have the Security Level of Site Administrator.
- These Administrators cannot add/modify Users, Roles, and Permissions.
Permission Change Email Notification
If a User's Permission is changed, the System Admin(s) will be notified by email denoting who made the change and the change that was made.
- Example: Jane Test made a change to Lexi Duck's permission to allow Appointment Type Override.
- Email was sent to Jane Test and Eliza Mouse who are the two System Admins for the Practice.
Sample Email
Subject: PM Permissions Changed for User Lexi Test (LTEST)
Change made by user Jane Test (JTEST)
Removed Permissions
Appointment Type Override: Can Run
Learn More
Add or Modify a User
Managing Security Roles
Managing User Permissions
Keep Active, Deactivate, and Reactivate User IDs
Password Reset
Permission to add Block Appointments on Unformatted Slots
User Gets Logged Out Too Often
Login Security
Two-Factor Authentication
User Account Lock and Login Notifications
Customize User Profile
Permission FAQs and Examples
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