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Permissions 

Permissions are assigned in the Security window.  This page describes some of the individual permissions.

Date or Day Limits
Some of the permissions have individual Date or Day limits. These permissions include:
AccountingCreate
Accounting Edit
AdjustmentEdit
ClaimSendEdit
CommlogEdit
DepositSlips
EquipmentDelete
ImageDelete
InsurancePaymentEdit
PaymentEdit
PerioEdit
ProcComplEdit
ProcDelete
TimecardDeleteEntry
TreatPlanEdit
SheetEdit

Global Lock Date
The global lock date at the bottom of the Security window is entirely separate from the individual permission date limits.  Both limits work independently.  Permissions affected by global lock include:
AdjustmentCreate
AdjustmentEdit
CommlogEdit
InsPayCreate
InsPayEdit
PaymentCreate
PaymentEdit
ProcComplCreate
ProcComplEdit
SheetEdit

Audit Trail
Many permissions result in entries in the Audit Trail, but some do not.

Specific Permissions
Only some permissions are listed below.  More will be added.

CarrierCreate: Does not stop Trojan or XML imports from creating new carriers. 

EhrEmergencyNow: Described on EHR Emergency page.

ImageDelete: As of version 12.3, uses individual date or day limit instead of global date restriction. 

InsPayCreate: No date restriction. Does take a date as part of global lock.

InsPayEdit: Uses date restrictions. Also includes completed claimprocs even if unattached to an insurance check. However, it's not actually enforced when creating a check because it would be very complex.

ProcComplEdit: Uses date restrictions. Covers editing AND deleting of completed procs. Deleting non-completed procs is covered by ProcDelete.

ProcDelete: Uses date restrictions. This only applies to non-completed procs. Deletion of completed procs is covered by ProcComplEdit.

ProcEditShowFee: If this permission is removed, then the user will not be able to see the fee in the procedure edit window.  You might need to also take other actions if you want to hide fees from users, such as hiding the Fee column in the Progress Notes using Display Fields.  This permission might not be very useful, and was added for a specific customer for a unique situation.

 

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