Security Overview

Security Overview

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: OpenPM Permissions Changed for User Lexi Duck (LDUCK)


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

Deactivate a User

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

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