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Permissions 

Permissions control a user group's access to certain areas and functionality. They are assigned to user groups on the Security window. See Assigning Security Permissions. Refer to the table below 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 and when reading the audit trial.
  • Behavior:  What the permission allows a user to do in Open Dental. Buttons a user doesn't have pemission 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 day 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 overrides any user group-specific setting, and prevents editing of old items or entry of new backdated items. 
  • Audit Trail: Indicates if the permission is tracked in the Audit Trail.
Permission Internal Name
(for programmers)
Behavior
User Group Lock Date Global Lock Date Audit Trail
Main Menu          
Setup Setup Many Setup functions. See Setup Permission.     X
  Problem Edit ProblemEdit Add, edit, or delete a Problem in the master list.     X
Choose Database ChooseDatabase Access the Choose Database window.     X
Security Admin SecurityAdmin Allows access to administrator functions. See Security Admin Permission. At least one user must have this permission.     X
Audit Trail AuditTrailAccess Access the Audit Trail.      
  UserLogOnOff (not listed on Security window) Tracks when users log on, log off, clock in, clock out, or close Open Dental.     X
Schedules - Practice and Provider Schedules Alter provider and employee Schedules.     X
Merge Tools          
  Medication Merge MedicationMerge Access the Merge Medication tool.     X
  Patient Merge PatientMerge Access the Merge Patient tool.     X
  Provider Merge ProviderMerge Access the Merge Provider tool.     X
  Referral Merge ReferralMerge Access the Merge Referral tool.     X
Providers Providers Access the Provider List. 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.      
Provider Fee Edit ProviderFeeEdit Enter and delete provider-specific fee schedule overrides (See Procedure Codes)      
Blockouts Blockouts Add, edit, delete Blockouts. Logs an audit trail entry when a blockout is added, edited, deleted, cut, copied, pasted, or cleared.      X
User Query UserQuery Access and run User Queries.     X
Command Query UserQueryAdmin Run SQL commands (non-SELECT statements) on normal tables in the User Query window.     X
Reports Reports Access Standard Reports.     X
  Graphical Setup GraphicalReportSetup Set up and edit Graphic Reports.     X
  Graphical GraphicalReports View graphic reports.      
  Production and Income, Aging ReportProdInc Access Production and Income, Aging of A/R, and Receivables Breakdown reports.     X
Auto/Quick Note Edit AutoNoteQuickNoteEdit Create Auto Notes and Quick Paste Notes.      
Wiki List Setup WikiListSetup Create or delete Wiki Lists and add list columns.      
EServices Setup EServicesSetup Edit settings on the eServices Setup window. The eConnector is only monitored when a user with this permission is logged on.      
Main Toolbar          
Commlog Edit CommlogEdit Create or edit Commlog entries. X X X
Email Send EmailSend Send Email.     X
Webmail Send WebmailSend Send Secure Web Mail.     X
Sheet Edit SheetEdit Edit sheets attached to patients and change the patient a sheet is attached to (Fill Out Sheets). Also tracks when Web Forms are retrieved and attached to patients. X X X
Task Edit TaskEdit Edit Task description or delete tasks. Track task additions, edits, and deletions in the audit trail.     X
Task Note Edit TaskNoteEdit Edit or delete task notes.      
Task List Create TaskListCreate Create a Task List.     X
Referrals          
Referral Add ReferralAdd Add a referral to the main Referral List.      
Referral Edit ReferralEdit Edit or delete a referral in the main Referral List.      
Referral, Attach to Patient RefAttachAdd Attach Referrals to patients.     X
Referral, Delete from Patient RefAttachDelete Detach Referrals from patients.     X
           
Appointments Module AppointmentsModule Access the Appointments module.      
Appointment Create


AppointmentCreate Create new appointments.     X
Appointment Move AppointmentMove Drag scheduled or completed appointments to new operatories. Move appointments to the Unscheduled List.     X
Appointment Edit AppointmentEdit Edit scheduled appointments, Break Appointments, and delete appointments from the Unscheduled List. This does not block a user from moving appointments or changing appointment length.     X
Completed Appointment Edit AppointmentCompleteEdit Edit completed appointments. This does not block a user from moving appointments or changing appointment length.     X
eCW Appointment Revise EcwAppointmentRevise Only used by eCW.      
Insurance Plan Verification List 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.     X
Family Module
FamilyModule Access the Family module. Logged as FamilyModuleViewed in the Audit Trail     X
Insurance Plan Edit InsPlanEdit Edit Insurance Plan information and Benefit Information. Logs an entry in the Audit Trail when insurance plan information is edited during import of an 834.     X
Insurance Plan Change Assignment of Benefits InsPlanChangeAssign Change the Assignment of Benefits setting on the Edit Insurance Plan window.     X
Insurance Plan Change Subscriber InsPlanChangeSubsc Change the subscriber on the Edit Insurance Plan window or use the Move Subscribers tool.     X
Carrier Create CarrierCreate Create Carriers. Does not stop Trojan or XML imports from creating new carriers.       
Patient Billing Type Edit PatientBillingEdit Change a patient's billing type and 'Appointment scheduling is restricted' setting on the Edit Patient Information window.     X
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.     X
  InsPlanChangeCarrierName (not listed on Security window) Tracks changes to insurance carrier name made via the Edit Insurance Plan window.     X
  PatientFieldEdit (not listed in Security window) Logs an entry in the Audit Trail when information in a Custom Patient Field is edited.     X
  RequiredFields (not listed in Security window) Logs an entry in the Audit Trail when information is not completed in a Required Field and the user clicks OK.     X
  PatientCreate (not listed on Security window) Logs an entry in the Audit Trail when a new patient is added.     X
  PatientEdit (not listed on Security window) Logs an entry in the Audit Trail when patient information is edited during import of an 834.     X
  InsPlanCreate (not listed on Security window) Logs an entry in the Audit Trail when an insurance plan is created during import of an 834.     X
  InsPlanCreateSub (not listed on Security window) Logs an entry in the Audit Trail when an insurance plan subscriber is created during import of an 834.     X
  InsPlanEditSub (not listed on Security window) Logs an entry in the Audit Trail when an insurance plan subscriber is edited during import of an 834.     X
  InsPlanAddPat (not listed on Security window) Logs an entry in the Audit Trail when a patient is added to an insurance plan during import of an 834.     X
  InsPlanDropPat (not listed on Security window) Logs an entry in the Audit Trail when a patient is dropped from an insurance plan during import of an 834.     X
  PatPlanCreate (not listed on Security window) Logs an entry in the Audit Trail when a patient insurance plan is created.     X
Account Module
AccountModule Access the Account module. Logged as AccountModuleViewed in the Audit Trail     X
Claim          
  Claim Send ClaimSend Send or print an Insurance Claim.     X
  Claim Sent Edit ClaimSentEdit Edit claims that have already been sent. X   X
  Claim Delete ClaimDelete Delete a claim. X   X
  Claim Procedure Received Edit ClaimProcReceivedEdit Edit Claim Procedures that have a 'received' status. X    
Account Procs Quick Add AccountProcsQuickAdd Show the Quick Proc tool button in the Account module toolbar. If this is permission is added or removed, restart Open Dental for it to take effect.     X
Insurance Payment          

   Insurance Payment Create

InsPayCreate

Receive a Claim, Finalize an Insurance Payment, create a Batch Insurance Payment.

  X  
   Insurance Payment Edit InsPayEdit Edit received procedures, finalized payments, and payment details on a batch insurance payment. X X X
   Insurance Write Off Edit InsWriteOffEdit Edit writeoffs and writeoff estimates. X   X
Payment          
   Payment Create PaymentCreate Enter Patient Payments.   X X
   Payment Edit PaymentEdit Edit patient payments. X X X
   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 X
Adjustment          
   Adjustment Create AdjustmentCreate Create Adjustments.   X X
   Adjustment Edit AdjustmentEdit Edit adjustments. X X X
   Adjustment Edit Zero Amount AdjustmentEditZero Delete existing 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     X
Edit Treatment Plan TreatPlanEdit Edit a saved Treatment Plan. X   X
Edit Treatment Plan Presenter TreatPlanPresenterEdit Change the presenter when Editing a Saved Treatment Plan.     X
  TreatPlanDiscountEdit (not listed on Security window) Create or change a procedure Discount in the Treatment Plan module or Procedure Info window. Logs an audit trail entry when a disount is changed.     X
           
Chart Module ChartModuleViewed Access the Chart module. Logged as ChartModuleViewed in the Audit Trail.     X
Procedure          
  Create Completed Procedure (or set complete) ProcComplCreate Set appointments or individual procedures complete. Set Appointments Complete.   X X
  Edit Completed Procedure (full) ProcComplEdit Edit and delete completed procedures (and attached Procedure Notes and Group Notes). If a group note is only attached to non-completed procedures, the TP Procedure Delete permission is used instead. X X X
  Edit Completed Procedure (limited) ProcComplEditLimited Edit limited, non-financial fields for completed procedures, regardless of the global lock date. Adjustment dates still adhere to a global lock date. X X X
  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 Group Notes. Procedure Locking is another way to handle editing and deleting of procedure notes. X   X
  Procedure Note ProcedureNote Block users from ever making any changes to Procedure Notes. This permission is rarely turned off.      
  ProcFeeEdit (not listed on Security window) Tracks changes to Procedure Code fees in the Audit Trail.      X
  MedicalInfoViewed (not listed on Security window) Logs an entry in the Audit Trail when the Medical window is viewed.     X
  PatProbListEdit (not listed on Security window)  Logs an entry in the Audit Trail when a patient Problem is added, changed or removed.     X
  PatMedicationListEdit (not listed on Security window) Logs an entry in the Audit Trail when a patient Medication is added, changed or removed.     X
  PatAllergyListEdit (not listed on Security window) Logs an entry in the Audit Trail when a patient Allergy is added, changed or removed.     X
  ProcEdit (not listed on Security window) Tracks when a procedure is flagged as CPOE.     X
Rx          
  Rx Create RxCreate Create prescriptions.     X
  Rx Edit RxEdit Edit or delete prescriptions.     X
Ortho Chart Edit OrthoChartEdit Edit an Ortho Chart dated entry. X   X
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. Logged as ImagesModuleViewed in the Audit Trail.     X
Image Delete ImageDelete Delete Images. X    
  ImageEdit (not listed on Security window) Logs an entry in the Audit Trail when a document is created, moved, or edited.     X
           
Manage Module ManageModule Access the Manage module.      
Accounting Accounting Access Accounting.      
  Accounting Create Entry AccountingCreate Create accounting entries. X   X
  Accounting Edit Entry AccountingEdit Edit accounting entries. X   X
Billing Billing Access Billing.     X
Deposit Slips DepositSlips Edit Deposit Slips. X   X
Backup Backup Access Backups.     X
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. The Security setting for 'User cannot edit their own timecard" will override this permission. X    
  Timecard Delete Entry TimecardDeleteEntry Delete a time card entry. We recommend not using this permission because time card changes are tracked anyway. X   X
Equipment          
  Equipment Setup EquipmentSetup Access Equipment.      
  Equipment Delete EquipmentDelete Delete Equipment. X    
  ClaimHistoryEdit (not listed on Security window)        
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).     X
  ProcEdit (not listed on Security window) Tracks when Open Dental automatically flags a radiology procedure as 'is CPOE' when closing the Procedure Info window.     X
Dental School          
Instructor Edit InstructorEdit Add or edit providers who are Instructors. Must also have Provider permission.      
Student Edit StudentEdit Add or edit providers who are Students. Must also have Provider permission.      
Admin Evaluation Edit AdminEvaluationEdit Edit and view student Evaluations.      
eServices          
Mobile Web MobileWeb Allow or block a user from accessing the Mobile Web.      

 

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