In the Main Menu, click Setup, Security, Security Settings.

Setting up security for the Open Dental program will help protect patient data and track user access. This is an important component of a security plan as well as a requirement for HIPAA compliance.

Webinar: Security and User Permissions
Also see: Permissions

Tracking authorized use of Open Dental: Every time a user logs in, logs off or closes Open Dental, an entry is created in the Audit Trail. Another option is to use the Windows audit feature. Set up Windows so that each user is required to log in separately, then use the Security Log to view valid and invalid log attempts. To view the Windows audit log go to My Computer, right-click and choose Manage, expand Event Viewer, expand Windows Logs, left-click on the Security log.

Settings: Access Global Security Settings.

Users: A list of all users that meet the User Filter criteria. Double click to Edit User. To add a new user, click Add User at the top right of the grid.

User Groups for: The highlighted groups are the user groups the selected user is associated with. Users can be associated with multiple groups. Clicking on a usergroup will change the usergroup assigned to the user that is highlighted.

Effective permissions for user: A read-only list of the user group's assigned permissions (Checked = allowed, Unchecked = not allowed). To change a user group's assigned permissions, click the User Groups tab.