Permissions
In User Group, there is a list of Permissions for each User Group.
Refer to the table below for details about each permission and its behavior. See Audit Trail Permissions for a list of permissions that appear in the audit trail.
Permissions | Internal Name | Behavior | User Group Lock Date | Global Lock Date | Date used to calculate |
---|---|---|---|---|---|
Main Menu | |||||
File | |||||
Graphics Edit | GraphicsEdit | Access and change Graphics Preferences. | |||
Choose Database | ChooseDatabase | Access the Choose Database window. | |||
Setup - Covers a wide variety of setup functions | Setup | Many Setup functions. See "Setup" Permission. | |||
Chart - EHR | |||||
EHR Emergency Access | EHREmergencyAccess | Gives users with the Security Admin permission temporary access to the Family module if EHR Emergency Access is turned on. Most users have this anyways. | |||
EHR Measure Event Edit | EHRMeasureEventEdit | Edit the date of an EHR measure event (action that affects an EHR numerator). | |||
Advanced Setup | |||||
Replication Setup | ReplicationSetup | Access Replication setup. | |||
Auto/Quick Note Edit | AutoNoteQuickNoteEdit | Create or edit Auto Notes and QuickPaste Notes. | |||
Dental School | |||||
Instructor Edit | AdminDentalInstructors | Add or edit providers who are Dental School Instructors. Must also have Provider permission. | |||
Student Edit | AdminDentalStudents | Add or edit providers who are Dental School Students. Must also have Provider permission. | |||
Admin Evaluation Edit | AdminDentalEvaluations | Edit and view StudentEvaluations. | |||
Schedules - Practice and Provider | Schedules | Alter provider and employee Schedules. | |||
Security | |||||
Security Admin | SecurityAdmin | Allow access to administrator functions. See "Security Admin" Permission. At least one user must have this permission. Tracks changes to permission in Audit Trail. | |||
Add New User | AddNewUser | Allow user to add new User Edit from the main menu, Setup, Add User. | |||
Lists | |||||
Procedure Code Edit | ProcCodeEdit | Add or edit procedure codes from Lists, Procedure Codes. Logs as entry in Audit Trail when a procedure code is edited from Lists, Procedure Codes. | |||
Fee Schedule Edit | FeeScheduleEdit | Edit fee schedules in the Fee Schedules window, Procedure Codes - Fee Schedule window, Fee Tools, and Edit Procedure Code window. | |||
Provider Fee Edit | ProviderFeeEdit | Enter and delete provider-specific fee schedule overrides) | |||
Problem Edit | ProblemEdit | Add, edit, or delete a problem in the Problem List. | |||
Providers | Providers | Access the Providers. If the user has the dental school Student Edit or Instructor Edit permission, it will override this permission. | |||
Providers - Alphabetize | ProviderAlphabetize | Enable the Alphabetize Provider button on the Provider Setup window. | |||
Referrals | |||||
Referral Add | ReferralAdd | Add a referral to the main Referrals List. | |||
Referral Edit | ReferralEdit | Edit or delete a referral in the main Referral List. | |||
Referral, Attach to Patient | RefAttachAdd | Attach Referrals to patients. | |||
Referral, Delete from Patient | RefAttachDelete | Detach Referrals from patients. | |||
Reports | Reports | Access Standard Reports. To grant or block access by individual report, see Report Setup: Security Permissions. | |||
Production and Income, - View All Providers | ReportProdIncAllProviders | Access Production and Income reports for all providers. This applies to regular reports, and graphic reports. If a provider does not have this permission, they can still view their own reports, but only when they are logged on. | |||
Daily Payments- View All Providers | ReportDailyAllProviders | Access Daily Payments, Daily Procedures, Daily Adjustments and Daily Writeoffs reports for all providers. If a provider does not have this permission, they can still view their own reports, but only when they are logged on. | |||
Reports - Graphical Setup | GraphicalReportSetup | Set up and edit Graphic Reports. | |||
Reports - Graphical | GraphicalReports | View graphic reports. | |||
User Query | UserQuery | Run and change variables in releasedUser Query. | |||
User Query Admin | UserQueryAdmin | Write, edit, and run user queries, save and delete Query Favorites, and mark queries as released or not released. | |||
CommandQuery | CommandQuery | Run SQL commands (non-SELECT statements) on normal tables in the User Query window. | |||
New Claims from Procs Not Billed Report | NewClaimsProcNotBilled | Allows ability to use Procedures Not Billed to Insurance - New Claims. | |||
Tools | |||||
Misc Tools | |||||
Medication Merge | MedicationMerge | Access the Merge Medicationstool. | |||
Patient Merge | PatientMerge | Access the Merge Patients tool. | |||
Provider Merge | ProviderMerge | Access the Merge Providers tool. | |||
Referral Merge | ReferralMerge | Access the Merge Referrals tool. | |||
Audit Trail | AuditTrailAccess | Access the Audit Trail. | |||
Repeating Charge Tool | RepeatChargeTool | Allow a user to run Repeating Charges. | |||
Wiki Admin | WikiAdmin | Allow a user to lock a Wiki page and edit a locked page. | |||
Wiki List Setup | WikiListSetup | Create or delete Wiki List and add list columns. | |||
Web Forms Access | WebFormAccess | Allows access to web forms. | |||
Zoom | Zoom | Allows access to Zoom window. | |||
Clinics | |||||
Unrestricted Patient Search | UnrestrictedSearch | Allow clinic restricted users to search all patients in the database. Allow user to change patient's clinic within the Family module. | |||
eServices | |||||
EServices Setup | EServicesSetup | Edit settings on the eServices Setup. The eConnector is only monitored when a user with this permission is logged on. Logs an entry in the Audit Trail when the eConnector is installed for the first time. | |||
Help | |||||
Query Monitor View | QueryMonitor | Allows access to the Query Monitor. | |||
Main Toolbar | |||||
Commlog Create | CommlogCreate | Create Commlog entries. | |||
Commlog Edit | CommlogEdit | Edit Commlog entries. | X | X | CommlogDateTime |
Email Send | EmailSend | Email Message Edit. | |||
Webmail Send | WebmailSend | WebMail. | |||
Sheet Edit | SheetEdit | Edit sheets attached to patients and change the patient a sheet is attached to. Also tracks when Web Forms Feature are retrieved and attached to patients. | X | X | DateEntryC |
Sheet Delete | SheetDelete | Delete sheets attached to a patient (See Fill Sheet). | X | X | DateTimeSheet |
Task Edit | TaskEdit | Edit Task description or delete tasks. Track task additions, edits, and deletions in the audit trail. | |||
Task Note Edit | TaskNoteEdit | Edit or delete task notes. | |||
Task List Create | TaskListCreate | Create a Task List. | |||
Popup Edit (other users) | PopupEdit | Edit or delete Popups created by a user other than the currently logged on user. Users without this permission can still edit and delete their own popups. | |||
Appointments Module | AppointmentsModule | Access the Appointments Module. | |||
Appointment Create | AppointmentCreate | Create new appointments. | |||
Appointment Move | AppointmentMove | Drag scheduled or completed appointments to new operatories. Move appointments to the Unscheduled List. | |||
Appointment Edit | AppointmentEdit | Edit scheduled appointments, Break Appointment, and delete appointments from the Unscheduled List. This does not block a user from moving appointments or changing appointment length. | |||
Completed Appointment Edit | AppointmentCompleteEdit | Edit completed appointments. This does not block a user from moving appointments or changing appointment length. | |||
eCW Appointment Revise | EcwAppointmentRevise | Only used by eClinicalWorks. | |||
Insurance Plan Verification Assign | InsPlanVerifyList | Determines if a user can be assigned to insurance verifications in the Insurance Verification List (whether the user is listed as an option under For User). | |||
Appointment Confirmation Status Edit | ApptConfirmStatusEdit | Edit Appointment Confirmation Status. Logs changes to confirmation status in the audit trail. | |||
Blockouts | Blockouts | Add, edit, copy/paste, or delete Blockouts of any type. Logs an audit trail entry when a blockout is added, edited, deleted, cut, copied, pasted, or cleared. Users without the permission, can only add, edit, or delete blockouts flagged as NS or DC. | |||
Family Module | FamilyModule | Access the Family Module. Logged as FamilyModuleViewed in the Audit Trail | |||
Insurance Plan Edit | InsPlanEdit | Edit Insurance Plan information, Benefit Information, and Discount Plans. Logs an entry in the Audit Trail when insurance plan information is edited during import of an 834. | |||
Change existing Ins Plan using Pick From List | InsPlanPickListExisting | In the Insurance Plan, use the Pick From List button to select a new insurance plan before dropping the existing plan. | |||
Insurance Verification | InsuranceVerification | Allows access to the Insurance Verification List. | |||
Insurance Plan Change Assignment of Benefits | InsPlanChangeAssign | Change the Assignment of Benefits setting on the Edit Insurance Plan window. Change Insurance plans default to show assignment of benefits setting in Family Module Preferences. | |||
Insurance Plan Change Subscriber | InsPlanChangeSubsc | Change the subscriber on the Edit Insurance Plan window or use the Move Subscribers tool. | |||
Insurance Plan Ortho Edit | InsPlanOrthoEdit | Edit information on the Edit Insurance Plan window, Ortho tab. | |||
Carrier Create | CarrierCreate | Create Carriers. Does not stop Trojan Bridge or XML imports from creating new carriers. | |||
Patient Billing Type Edit | PatientBillingEdit | Change a patient's billing type on the Edit Patient Information. | |||
Patient Primary Provider Edit | PatPriProvEdit | Allow or block user from changing a patient's primary provider on the Edit Patient Information window or via the Provider List. Logs entry in audit trail when primary provider is changed. | |||
Patient Restriction Edit | PatientApptRestrict | Change the setting of the Appointment scheduling is restricted checkbox. | |||
Archived Patient Edit | ArchivedPatientEdit | Edit archived patient information in the Edit Patient Information window. | |||
Patient Social Security Number View | PatientSSNView | View full patient SSN number in the Family Module, Select Patient window, and Edit Patient Information window. Only needed if Mask patient Social Security Numbers is enabled in Family Module Preferences. | |||
Patient Birthdate View | PatientDOBView | View full patient birthdate in the Family Module, Select Patient window, and Edit Patient Information window. Only needed if Mask patient date of birth is enabled in Family Module Preferences. | |||
Account Module | AccountModule | Access the Account Module. Logged as AccountModuleViewed in the Audit Trail | |||
Claim | |||||
Claim Send | ClaimSend | Send or print an Insuranceclaim. | |||
Claim Sent Edit | ClaimSentEdit | Edit claims that have already been sent. | X | DateSent | |
Claim Delete | ClaimDelete | Delete a claim. | X | SecDateEntry | |
Claim History Edit | ClaimHistoryEdit | Edit the ClaimStatus History. | X | DateTimeEntry | |
Claim View | ClaimView | (rarely used) Allow user to view a claim. Users who do not have this permission also cannot create a claim. | |||
Claim Procedure Provider Edit When Attached to Claim | ClaimProcClaimAttachedProvEdit | Edit providers on Claim Procedures that are attached to a claim. | |||
Claim Procedure Received Edit | ClaimProcReceivedEdit | Edit claim procedures that have a received status. Date limitations will be ignored when date is invalid. | X | DateEntry | |
Update Custom Tracking | UpdateCustomTracking | Enable the Update Claim Tracking button in the Outstanding Insurance Claims Report. | |||
PreAuth Sent Edit | PreAuthSentEdit | Edit Preauthorization that have already been sent. | X | SecDateEntry | |
Account Procs Quick Add | AccountProcsQuickAdd | Show the Quick Procs tool button in the Account module toolbar. If this is permission is added or removed, restart Open Dental for it to take effect. | |||
Insurance Payment | |||||
Insurance Payment Create | InsPayCreate | Receive a Claim, Finalize Insurance Payment, create a Batch Insurance Payment, or Access ERA window. |
X | PaymentDate | |
Insurance Payment Edit | InsPayEdit | Edit received procedures, finalized payments, and payment details on a batch insurance payment. | X | X | DateCP |
Insurance Write-Off Edit | InsWriteOffEdit | Edit write-offs and write-off estimates. | X | DateEntryC | |
Payment | |||||
Payment Create | PaymentCreate | Enter Payment Allocation. Also needed to create an Income Transfer. | X | X | PaymentDate |
Payment Edit | PaymentEdit | Edit patient payments. | X | X | PaymentDate |
Pay Split Create after Global Lock Date | SplitCreatePastLockDate | Add new Pay Splits for payments created before the Global Lock Date. Does not allow editing or deleting of existing payments. The sum of all splits must equal the payment amount. | X | ||
Payment Plan | |||||
Pay Plan Edit | PayPlanEdit | Create, edit, close, or delete Payment Plan. Logs an entry in the Audit Trail when a plan is created, reopened, signed, or closed, when a signature is invalidated, or when the guarantor, amount, insurance plan, or note is changed. | X | PayPlanDate | |
Adjustment | |||||
Adjustment Create | AdjustmentCreate | Create Adjustment. | X | AdjustmentDate | |
Adjustment Edit | AdjustmentEdit | Edit adjustments. | X | X | AdjustmentDate |
Adjustment Edit Zero Amount | AdjustmentEditZero | Create and delete adjustments with a zero amount and today's date (if user does not have the Adjustment Edit permission.) | |||
TreatmentPlan Module | TPModule | Access the Treatment Plan Module. Logged as TreatmentPlanModuleViewed in the Audit Trail | |||
Edit Treatment Plan | TreatPlanEdit | Edit a saved Treatment Plan. | X | DateTP | |
Edit Treatment Plan Presenter | TreatPlanPresenterEdit | Change the presenter when Editing a Saved Treatment Plan. | |||
Sign Treatment Plan | TreatPlanSign | Allow a user to sign a saved Treatment Plan. | |||
Chart Module | ChartModuleViewed | Access the Chart Module. Logged as ChartModuleViewed in the Audit Trail. | |||
Procedure | |||||
Edit EO or EC Procedures | ProcExistingEdit | Allow a user to edit a procedure with a status of Existing Other (EO) or Existing Current (EC). | X | DateEntryC | |
Show Procedure Fee | ProcEditShowFee | Show (check) or hide (uncheck) the Amount textbox in the Procedure Info window only. It does not affect the Chart View. This permission might not be very useful, and was added for a specific customer for a unique situation. | |||
TP Procedure Delete | ProcDelete | Delete non-completed procedures and edit attached Procedure Notes and Procedure Group Note. | X | DateEntryC | |
Procedure Note (full) | ProcedureNoteFull | Make changes to any procedure note. | |||
Procedure Note (same user) | ProcedureNoteUser | Only allow user to make changes to procedure notes that are unsigned or they have signed. Block user from changing procedure notes signed by others. | |||
Group Note Edit (other users, signed) | GroupNoteEditSigned | Only allow user to edit group notes that are unsigned or they have signed. Block user from changing procedure notes signed by others. | |||
Completed Procedure | |||||
Create Completed Procedure (or set complete) | ProcComplCreate | Set appointments or individual procedures complete. Set Appointment Complete. | X | ProcDate | |
Edit Completed Procedure | ProcCompleteEdit | Edit a completed procedure (e.g. date, procedure, time, description, tooth number, surface, amount, and date of treatment plan). | X | X | |
Change Status or Delete a Completed Procedure | ProcCompleteStatusEdit | Change the status of a completed procedure, or delete a completed procedure. | X | X | |
Edit Note on Completed Procedure | ProcCompleteNote | Edit a note on a completed procedure. Unchecking this permission also unchecks 'Edit EO or EC Procedures'. |
X | X | |
Add Adjustment to Completed Procedure | ProcCompleteAddAdj | Add an adjustment to a completed procedure. Unchecking this permission also unchecks 'Edit EO or EC Procedures'. |
X | X | |
Miscellaneous Edit on Completed Procedure | ProcedureCompleteEditMisc | Make miscellaneous changes to a completed procedure (e.g. Hide graphics, mark Do Not Bill Ins, etc). Unchecking this permission also unchecks 'Edit EO or EC Procedures'. |
X | X | |
Rx | |||||
Rx Create | RxCreate | Create prescriptions. | |||
Rx Edit | RxEdit | Edit or delete prescriptions. | |||
Ortho Chart Edit (full) | OrthoChartEditFull | Create, sign, or edit any Ortho Chart dated entry. | X | OrthoDate | |
Ortho Chart Edit (same user, signed) | OrthoChartEditUser | Only allow user to edit or sign ortho chart entries that are unsigned, or that they created or signed. Block user from editing or signing entries created by others. | X | OrthoDate | |
Perio Chart Edit | PerioEdit | Edit a dated Perio exam. | X | ||
Anesthesia | |||||
Intake Anesthetic Medications into Inventory | AnesthesiaIntakeMeds | Only used by the Anesthesia plugin. | |||
Edit Anesthetic Records; Edit Adjust Inventory Counts | AnesthesiaControlMeds | Only used by the Anesthesia plugin. | |||
Images module | ImagesModule | Access the Imaging Module. Logged as ImagesModuleViewed in the Audit Trail. | |||
Image Delete | ImageDelete | Delete Images. | X | DateCreated | |
Manage Module | ManageModule | Access the Manage Module. | |||
Accounting | Accounting | Access Accounting. | |||
Accounting Create Entry | AccountingCreate | Create accounting entries. | X | DateDisplayed | |
Accounting Edit Entry | AccountingEdit | Edit accounting entries. | X | DateDisplayed | |
Billing | Billing | Access Billing. | |||
Deposit Slips | DepositSlips | Edit DepositSlips. | X | DepositDate | |
Backup | Backup | Access Backups. | |||
Time Card | |||||
Edit All Time Cards | TimeCardsEditAll | Edit any person's time card and have access to the Time Card Manage window in the Time Clock section. The Security setting for User cannot edit their own time card will override this permission. | X | ||
Time Card Delete Entry | TimeCardDeleteEntry | Delete a time card entry. We recommend not using this permission because time card changes are tracked anyway. | X | TimeEntered | |
Edit Protected Leave Time Card Adjustments | ProtectedLeaveAdjustmentEdit | Create, edit, and delete time card adjustments that are marked as protected leave for another employee. | |||
Equipment | |||||
Equipment Setup | EquipmentSetup | Access Equipment. | |||
Equipment Delete | EquipmentDelete | Delete Equipment. | X | DateEntry | |
Merge Tools | |||||
Insurance Carrier Combine | InsuranceCarrierCombine | Combine Carriers. | |||
Insurance Plan Combine | InsurancePlanCombine | Combine Insurance Plans | |||
Web Applications | |||||
Mobile Web | MobileWeb | Allow or block a user from accessing the Mobile Web Feature. |