Home User Manual Discussion Forum Search

Permissions 

Permissions are assigned in the Security window.  Refer to the table for details about each permission and its behavior. 

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.
Behavior:  what the permission allows in Open Dental.  There are different kinds of permission behavior:
       -Access control.  Users without the permission can't even see the window.
       -Edit of individual items. This almost always includes delete permission as well.  Users without the permission can still see the item.
       -Create new items.
       -Setup.  Buttons that the user doesn't have pemission to use are frequently hidden or grayed out.
Date or Day Limits:  indicates which permissions can have date or day limits set.  For example, you can only allow changes to insurance payments if they occur within a set amount of days, or before a specific date.
Global Lock Date:  indicates which permissions are affected when a Global Lock Date is set at the bottom of the Security window.  The Global Lock Date overrides any group-specific setting, and prevents editing of old items or entry of new backdated items.  Date or Day Limits and Global Lock Dates work independently of each other. 

Permission

Internal Name
(for programmers)

Behavior
Date or Day Limits Global Lock Date
Main Menu        
Setup Setup Many Setup functions in the Main Menu.    
   - Problem Edit ProblemEdit Edit a Problem.    
Choose Database ChooseDatabase Access Choose Database window from Main Menu | File | Choose Database.    
Security Admin SecurityAdmin At least one user must have this permission.  Sets access to Accounting Lock, Email Setup, Clean Up Allowed Fee Schedules, Procedure Codes Tools, eCW Program Link, Create Users and Move Patients for Providers, Recall List Undo, Delete Recall Type, Replication Setup, Security Setup, and Audit Trail.    
Schedules - Practice and Provider Schedules Alter Schedules. The Schedule window can still be viewed without this permission.    
Providers Providers Access Provider setup from Main Menu | Lists | Providers.    
Blockouts Blockouts Edit Blockouts.    
User Query UserQuery Access Query window from Reports | User Query.    
Reports Reports Access Reports window.    
    - Dashboard ReportDashboard Access Dashboard.    
    - Production and Income, Aging ReportProdInc In the Reports window, access Production and Income Reports, Aging of A/R, and Receivables Breakdown.    
EHR Emergency Access EhrEmergencyAccess For EHR Emergency users.    
Referral, Add to Patient RefAttachAdd Attach Referrals to patients.    
Referral, Delete from Patient RefAttachDelete Detach Referrals from patients.    
Referral Add ReferralAdd Add a referral to the main list in Referral Setup.    
Auto/Quick Note Edit AutoNoteQuickNoteEdit Edit Auto Notes and Quick Paste Notes.    
Wiki List Setup WikiListSetup Add or delete lists and list columns.    
         
Main Toolbar        
Commlog edit CommlogEdit Edit Commlog. X X
Sheet Edit SheetEdit Edit Sheets attached to patients.

Also used in Audit Trail to log Web Forms importing.

 X X
Task Edit TaskEdit Delete Tasks, edit original descriptions, or double-click on note rows.    
         
Appointments Module        
Appointment Create


AppointmentCreate Create Appointments.    
Appointment Move AppointmentMove Drag Appointments to new locations, move to Unscheduled List, and Break Appointments.    
Appointment Edit AppointmentEdit Edit Appointments. This does not affect moving between operatories or changing appointment length.    
ECW Appointment Revise EcwAppointmentRevise Only used by eCW.    
         
Family Module
FamilyModule Access the Family Module.    
Insurance Plan Change Subscriber InsPlanChangeSubsc Change the subscriber on Insurance Plans.    
Carrier Create CarrierCreate Create Carriers.  Does not stop Trojan or XML imports from creating new carriers.     
         

Account Module

AccountModule Access the Account Module.    
Claim Sent Edit ClaimSentEdit Edit Claims that have already been sent. X  
Insurance Payment        
    - Insurance Payment Create InsPayCreate Create a batch Insurance Payment.   X
    - Insurance Payment Edit InsPayEdit Edit a batch Insurance Payment. X X
Payment        
    - Payment Create PaymentCreate Create patient Payments.   X
    - Payment Edit PaymentEdit Edit patient Payments. X X
Adjustment        
    - Adjustment Create AdjustmentCreate Create Adjustments.   X
    - Adjustment Edit AdjustmentEdit Edit Adjustments. X X
    - Adjustment Edit Zero Amount AdjustmentEditZero Edit existing Adjustment with a zero amount and today's date.    
         
TreatmentPlan Module
TPModule Access the Treatment Plan Module.    
Edit Treatment Plan TreatPlanEdit Edit a saved Treatment Plan. X  
         
Chart Module ChartModule Access the Chart Module.    
Procedure        
   - Create Completed Procedure (or set complete) ProcComplCreate Create completed Procedures and set procedures complete.   X
   - Edit Completed Procedure ProcComplEdit

Edit and delete completed Procedures, including Procedure Notes. (Procedure Locking is another way of handling this). Deleting non-completed procedures is covered by ProcDelete.

 X X
   - Show Procedure Fee ProcEditShowFee Show the fee textbox in the Procedure Edit window.

If you disable this permission, 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.

    
   - Delete Procedure ProcDelete Delete non-completed Procedures.
Deletion of completed procedures is covered by ProcComplEdit.		 X  
   - Procedure Note ProcedureNote

Blocks users from ever making any changes to Procedure Notes.  This permission is rarely turned off.

    
Rx Create RxCreate Create Prescriptions.    
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 Images Module.    
Image Delete ImageDelete Delete Images. X  
         
Manage Module ManageModule Access the Manage Module.    
Accounting Accounting Access Accounting.    
   - Accounting Create Entry AccountingCreate Create Accounting entries. X  
   - Accounting Edit Entry AccountingEdit Edit Accounting entries. X  
Billing Billing Access Billing.    
Deposit Slips DepositSlips Edit Deposit Slips. X  
Backup Backup Access Backup.    
Timecard        
   - Edit All Timecards TimecardsEditAll Edit any person's time card and have access to the Time Card Manage window in the Time Clock section. See the discussion in Security regarding this permission. X  
   - Timecard Delete Entry TimecardDeleteEntry Delete a time card entry in the Time Clock. We recommend not using this permission because time card changes are tracked anyway. X  
Equipment        
   - Equipment Setup EquipmentSetup Access Equipment.    
   - Equipment Delete EquipmentDelete

Delete Equipment.

 X  

Some permissions result in entries in the Audit Trail while others do not, especially the Access control permissions.

 
Open Dental Software 1-503-363-5432