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.

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 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
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	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 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
Pay Plan Charge Date Edit	PayPlanChargeDateEdit	Edit the date of a payment plan charge on payment plans with APR.
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, edit Medical and Misc tab data, 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 Create	ImageCreate	Add new images (Acquire, Import, Video, 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 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.