Open Dental Software - Permissions

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.

Permission: The name of the permission as it appears in the Security window.
Internal Name: The name of the permission as defined in Open Dental code. This information is useful for programmers and when reading the audit trail.
Behavior: What the permission allows a user to do in Open Dental. Buttons a user doesn't have permission to use are frequently hidden or grayed out. There are different kinds of behavior:
- Allow or block access to an area.
- Edit individual items. This almost always includes delete permission as well. Users without the permission can still see the item.
- Create new items.
Lock Dates: User Group Lock Dates and Global Lock Dates work independently of each other. See Lock Dates.
- User Group Lock Date: Permissions that can have date or day limits set by user group. For example, only allows users in a user group to change insurance payments if they occur within a set amount of days or before a specific date.
- Global Lock Date: Permissions affected when a Global Lock Date is set at the bottom of the Security window. The Global Lock Date prevents editing of old items or entry of new backdated items.

Note: When using ODTouch, actions may be grayed out when a user does not have the corresponding permission.

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.
Printer Setup	PrinterSetup	Allow access to the Printer Setup 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	Advertising
Replication Setup	ReplicationSetup	Allow access Replication setup.
Show Features	ShowFeatures	Allow access to Show Features.
Auto/Quick Note Edit	AutoNoteQuickNoteEdit	Create or edit Auto Note Setup and Quick Paste Notes.
Definitions
Definition Edit	DefEdit	Add or edit Definitions. Logs as an entry in the Audit Trail when a definition is edited.
Dental School		Dental School permissions always display but are only active when Dental Schools is enabled in Show Features.
Instructor Edit	AdminDentalInstructors	Add or edit providers who are Dental School Instructors. Must also have Provider Add permission.
Student Edit	AdminDentalStudents	Add or edit providers who are Dental School Students. Must also have Provider Add permission.
Admin Evaluation Edit	AdminDentalEvaluations	Users with permission can access/edit Student Evaluations, but not add. Users without the permission cannot access the area. Instructors without the permission can access/edit/add but not filter by instructor Instructors with the permission can access/edit/add and can filter by instructor
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.
Manage High Security Properties	ManageHighSecurityProgProperties	Allow user to add or edit a password required for program links.
Update Install	UpdateInstall	Allow user to check for and install updates. Users without this permission can still access the Update window, but will not be able to check for or install updates. Logs audit trail entry when Update window is opened and when Open Dental is checked for updates.
BadgeId Edit	BadgeIDEdit	Allow a user to edit Badge IDs for users from Setup, Security Badges. Users with the Security Admin permission can edit Badge IDs from User Edit, regardless of this permission.
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	FeeSchedEdit	Access Fee Schedules list or edit fees in Procedure Codes.
Allow Editing Fee Schedule While Receiving Claims	AllowFeeEditWhileReceivingClaim	Allow editing fee schedule in the Edit Procedure Code window when receiving claims. Users with this permission will be prompted if they want to update the allowed fee schedule when receiving claims. It is not possible for a user to have Fee Sched Edit permission but not Allow Editing Fee Schedule While Receiving Claims permission. Only prompts when Blue Book is set to None or Legacy Blue Book.
Provider Fee Edit	ProviderFeeEdit	Enter and delete provider-specific fee schedule overrides.
Medication Definition Edit	MedicationDefEdit	Add, edit, or delete medications in the Medication List.
Allergy Definition Edit	AllergyDefEdit	Add, edit, or delete an allergy in the Allergies List.
Allergy Merge	AllergyMerge	Use the Merge tool in the Allergies List.
Problem Definition Edit	ProblemDefEdit	Add, edit, or delete a problem in the Problems List.
Providers
Provider Add	ProviderAdd	Allow a user to add a new provider.
Provider Edit	ProviderEdit	Allow a user to edit an existing provider.
Providers - Alphabetize	ProviderAlphabetize	Enable the Alphabetize Provider button on the Provider Setup window.
Clinics
Clinic Edit	ClinicEdit	Allow a user to access the Clinic List or make edits to a clinic.
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.
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	Grant access to Standard Reports, To block or grant access to specific reports, 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 Reports - View All Providers	ReportDailyAllProviders	Access Daily Adjustments, Daily Payments, Daily Procedures, and Daily Write-offs 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 released User 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 Report.
Tools
Misc Tools
Medication Merge	MedicationMerge	Access the Merge Medications tool.
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.
Certifications - Employee Completion	CertificationEmployee	Allow a user to add a Date Completed to a certification.
Certifications - Setup	CertificationSetup	Access Certification Setup.
Repeating Charge Tool	RepeatChargeTool	Allow a user to run Repeating Charges and the Database Maintenance, Multi Repeat Charge tool.
Setup Wizard	SetupWizard	Allow a user access to the Setup Wizard.
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.
eServices
EServices Setup	EServicesSetup	Edit settings in the eServices Setup window and Mobile Settings window. 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
Advertising - Postcards Send		Determines access to Postcards Setup (Advertising).
Commlog Create	CommlogCreate	Create Commlog entries.
Commlog Edit	CommlogEdit	Edit Commlog entries.	X	X	CommDateTime
Email Send	EmailSend	Email Message Edit.
Text Message View	TextMessageView	Allows access to the Text Messaging Mailbox to view sent or received text messages.
Text Message Send	TextMessageSend	Allow users to send manual text messages from the Text Messaging Mailbox, ASAP List, Confirmation List, Text toolbar button, and right-click options in Appointments Module. Does not affect automated texting.
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 descriptions or attachments. Track task additions and edits in the audit trail. Users without this permission will still be able to add new attachments to existing tasks and can edit their own task descriptions, but will not be able to edit existing attachments once the task is created or edit task descriptions of other users.
Task Note Edit	TaskNoteEdit	Edit task notes.
Task Delete	TaskDelete	Delete tasks and 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. Copy appointments to the Pinboard. Move appointments to the Unscheduled List.
Appointment Resize	AppointmentResize	Edit a scheduled or completed appointment length.
Appointment Edit	AppointmentEdit	Edit scheduled appointments, Break Appointment, and delete appointments from the Unscheduled List. Requires Appointment Resize permission to edit appointment length.
Appointment Delete	AppointmentDelete	Delete existing scheduled appointments.
Completed Appointment Edit	AppointmentCompleteEdit	Edit completed appointments. Requires Appointment Resize permission to edit appointment length.
View Appointment Audit Trail	ViewAppointmentAuditTrail	View the Appointment Audit Trail.
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 or use Change options in the Check Insurance Plan Fees tool. Logs an entry in the Audit Trail when insurance plan information is edited during import of an 834. Users without this permission will still be able to access the Insurance Plan window in order to request Electronic Eligibility and Benefits and view eBenefit history.
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 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. Users must also have Carrier Edit permission.
Carrier Edit	CarrierEdit	Edit existing Carriers. Users without Insurance Plan Edit permission can only edit carriers from the Carriers List.
Patient Billing Type Edit	PatientBillingEdit	Change a patient's billing type or change Included in Super Family Billing in 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 Select	ArchivedPatientSelect	Select a patient with a status of Archived.
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 the Mask patient Social Security Numbers preference is enabled. Users wilth Insurance Verification permission will be able to see full SSN in the Insurance Verification List without this permission.
Patient Birthdate View	PatientDOBView	View full patient birthdate in the Family Module, Select Patient window, and Edit Patient Information window. Users wilth Insurance Verification permission will be able to see full birthdates in the Insurance Verification List without this permission.
Patient Edit	PatientEdit	Determines access to the Edit Patient Information window.
Super Family Disband	SuperFamilyDisband	Allow or block a user from using the Disband option for a Super Family.
Account Module	AccountModule	Access the Account Module. Logged as AccountModuleViewed in the Audit Trail
Claim
Claim Send	ClaimSend	Send or print an Insurance claim.
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 Claim, Status 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 Fee Billed to Ins Edit	ClaimProcFeeBilledToInsEdit	Edit the Fee Billed to Ins on Claim Procedures
Claim Procedure Received Edit	ClaimProcReceivedEdit	Edit Claim Procedures with a Received or Supplemental status. Date limitations are 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	Allow user to add procedures to the account via Quick Procs.
Insurance Payment
Insurance Payment Create	InsPayCreate	Receive a Claim, Finalize Insurance Payment, create a Batch Insurance Payment, or Access ERA window. Users without this permission can still enter insurance pay estimates on Preauthorizations.		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, mark procedure Do Not Bill to Ins.	X		DateEntryC
Payment
Payment Create	PaymentCreate	Enter a Payment. Also needed to create an Income Transfer.	X	X	PaymentDate
Payment Edit	PaymentEdit	Edit existing patient payments or income transfers.	X	X	PaymentDate
Pay Split Create after Global Lock Date	SplitCreatePastLockDate	Add new positive or negative Pay Splits for payments created before the Global Lock Date. Does not allow editing or deleting existing pay splits, editing other payment details, or deleting payments. The sum of all splits must equal the payment amount.		X
Payment Plan
Pay Plan Edit	PayPlanEdit	Create, edit, close, or delete a Payment Plan, Insurance Payment Plan, or Old 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. Global Lock Date does not apply when closing a payment plan.		X	PayPlanDate
Pay Plan Charge Date Edit	PayPlanChargeDateEdit	Edit the date of a payment plan charge on payment plans with APR.
Adjustment
Adjustment Create	AdjustmentCreate	Create Adjustments and TP Procedure Discounts.		X	AdjDate
Adjustment Edit	AdjustmentEdit	Edit adjustments.	X	X	AdjDate
Adjustment Edit Zero Amount	AdjustmentEditZero	If user does not have Adjustment Edit permission, allow user to create or delete adjustments with a zero amount and today's date as the Entry Date.
Adjustment Type Deny	AdjustmentTypeDeny	Deny access to specific adjustments in the Account Module. When checked, the Adjustment Definition Picker window will open. See Adjustment for more information.
Statement
Export CSV	StatementCSV	Allow user to export statements .csv files.
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.	X		DateEntryC
Procedure Note (full)	ProcedureNoteFull	Make changes to any procedure note or signature.
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	Allow user to edit group notes signed by other users.
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 or signature on a completed procedure. Unchecking this permission also unchecks 'Edit EO or EC Procedures'.	X
Add Adjustment to Completed Procedure	ProcCompleteAddAdj	Add or link an adjustment to a completed procedure. Unchecking this permission also unchecks 'Edit EO or EC Procedures'.	X
Miscellaneous Edit on Completed Procedure	ProcedureCompleteEditMisc	Make miscellaneous changes to a completed procedure (e.g. Hide graphics, edit Medical and Misc tab data, etc). Unchecking this permission also unchecks 'Edit EO or EC Procedures'.	X
Rx
Rx Create	RxCreate	Create prescriptions. For practices using eRx, also allows users access to eRx interface.
Rx Edit	RxEdit	Edit or delete existing 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
Perio Chart Copy	PerioEditCopy	Make a copy of an existing Perio exam. Also requires the Perio Chart Edit permission.
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.
Pat Medication List Edit	MedicationEdit	Add or edit medications for a patient.
Pat Allergy List Edit	PatAllergyListEdit	Add or edit allergies for a patient.
Pat Problem List Edit	ProblemDefEdit	Add or edit problems for a patient.
Chart View Edit	ChartViewsEdit	Add, edit, or re-order Chart Views
Imaging Module	ImagesModule	Access the Imaging Module. Logged as ImagesModuleViewed in the Audit Trail.
Image Create	ImageCreate	Add images (Acquire, Video, Import, or Paste buttons).
Image Delete	ImageDelete	Delete Images.	X		DateCreated
Image Edit	ImageEdit	Edit an image (Crop, size, flip, etc).	X		DateCreated
Image Export	ImageExport	Export an image.	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 Global Security Setting for Users 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.
Supply Inventory
Equipment
Equipment Setup	EquipmentSetup	Access Equipment.
Equipment Delete	EquipmentDelete	Delete Equipment.	X		DateEntry
Supplier Edit	SupplierEdit	Access Suppliers.
Merge Tools
Insurance Carrier Combine	InsuranceCarrierCombine	Combine Carriers.
Insurance Plan Combine	InsurancePlanCombine	Combine Insurance Plans
Rx Combine	RxCombine	Combine Prescriptions
Web Applications
ODTouch/ODMobile	MobileWeb	Allow or block a user from accessing ODTouch, ODMobile, or Mobile Web.
Cloud	Note: Only visible when using Open Dental Cloud.
	Allow Login From Any Location	Allow user to log into Open Dental Cloud from any location. When not allowed, user must have their IP address added to Allowed Addresses in Cloud Management.