The Setup Permission covers a wide variety of setup functions. Below is a list of what it allows/blocks.

• Preferences
• Custom Appointment Fields
• Appointment Rules
• Appointment Types
• Appointment Views
• Operatories
• Recall
• Recall Types
• Claim Forms
• Clearinghouses
• Insurance Categories
• Insurance Filing Codes
• Patient Field Defs
• Payer IDs
• Allocations Setup
• Some options on EHR setup window (Allergies, Vaccine Def, Drug Manufacturer, Drug Unit, Reminder Rules, Inbound Email, Educational Resources, EHR Triggers, Time Synchronization)
• Procedure Button Setup
• Imaging Quality
• Email
• Messaging
• Messaging Buttons
• Time Cards
• Advanced Setup: Computers, HL7, Replication
• Auto Codes
• Automation
• Auto Notes
• Code Groups
• Data Paths
• Dental Schools
• Display Fields
• Fee Schedules (View Fee Scheds and Fee Tools buttons)
• Setting up Dental Laboratories
• Perio Setup
• Perio Numbers in Red
• Practice
• Program Links
• Requirements Needed
• Security
  
  Note: User will also need the "Security Admin" Permission to access the Global Security Settings.
• State Abbreviations
• Sheets
• Tools: Clear Duplicate Blockouts, Create A to Z Folder, Shutdown Workstations, Telephone Numbers, Test Latency, Billing/Finance Charges, CC Recurring Charges, Database Maintenance, Mobile Synch
• Lists: Procedure Code List (changing procedure information), Counties, Dental School Classes, Dental School Courses, Discount Plans, Employee List, Prescriptions, Sites.
• Add and delete Email Templates, Supply Inventory Categories, Standard Report Setup.
• Access Setup window in Update.

Setup log entries are also added to the Audit Trail in the following situations:

• A user clicks eConfirm Activate/Deactivate or eReminder Activate/Deactivate (eConfirmation and eReminder Setup).
• Web Sched automation is turned on or batch size changes.
• The Setup window is accessed in Update.
• When Report Server connection settings are changed.