API Permissions
Security Permissions
The security permissions for the API are organized differently from those in Open Dental.
| Permission | Methods | Details |
|---|---|---|
| Read All | AccountModules GET Aging AccountModules GET PatientBalances AccountModules GET ServiceDateView Adjustments GET Allergies GET AllergyDefs GET Appointments GET (single/multiple) Appointments GET SlotsWebSched Appointments GET Slots Appointments GET ASAP Appointments GET WebSched AppointmentTypes GET ApptFields GET ApptFieldDefs GET AutoNoteControls GET AutoNotes GET Benefits GET Carriers GET ChartModules GET ProgNotes ChartModules GET PatientInfo ChartModules GET PlannedAppts ClaimProcs GET Claims GET Clinics GET Commlogs GET Definitions GET DiscountPlans GET DiscountPlanSubs GET Diseases GET DiseaseDefs GET Documents GET FamilyModules GET Insurance FeeScheds GET InsPlans GET Medications GET MedicationPats GET Operatories GET PatFieldDefs GET PatFields GET PatientNotes GET PatientRaces GET Patients GET (single/multiple) Patients GET Simple PatPlans GET Payments GET PayPlans GET (multiple) PaySplits GET PerioExams GET PerioMeasures GET Popups GET Preferences GET ProcedureCodes GET ProcedureLogs GET ProcedureLogs GET InsuranceHistory ProcTPs GET Providers GET QuickPasteCats GET (single/multiple) QuickPasteNotes GET (single/multiple) Recalls GET Recalls GET List RefAttaches GET Referrals GET Reports GET Aging Reports GET FinanceCharges SecurityPerms GET Schedules GET (single/multiple) Sheets GET Signalods GET Subscriptions GET Subscriptions POST Subscriptions PUT SubstitutionLinks GET TaskLists GET Tasks GET TreatPlanAttaches GET TreatPlans GET Userods GET |
All GET methods except queries. These are throttled at different rates for different users. |
| AllOthers | Adjustments POST Adjustments PUT Allergies DELETE Allergies POST Allergies PUT AutoNotes POST AutoNotes PUT Carriers POST Carriers PUT DiscountPlanSubs DELETE DiscountPlanSubs POST DiscountPlanSubs PUT Diseases DELETE Diseases POST Diseases PUT Documents POST DownloadMount Documents POST DownloadSftp Documents POST SetByUrl Documents POST Thumbnails Documents POST UploadSftp Employers POST Employers PUT MedicationPats DELETE MedicationPats POST PatFields PUT PatientNotes PUT PerioMeasures POST PerioMeasures PUT ProcedureLogs POST GroupNote ProcedureLCodes POST ProcedureLogs DELETE GroupNote ProcedureLogs PUT GroupNote ProcNotes POST Recalls PUT SwitchType RefAttaches POST Referrals POST Referrals PUT Sheets POST DownloadSftp SubstitutionLinks DELETE SubstitutionLinks POST SubstitutionLinks PUT Tasks POST Tasks PUT |
Any method not listed under a different permission. |
| Comm | Appointments PUT Break Appointments PUT Confirm Appointments PUT Note ApptFields PUT Commlogs POST Popups POST Recalls PUT Status |
|
| Documents | Documents POST Upload (not any other Documents methods) |
Because each upload consumes bandwidth. |
| Queries | Queries POST Queries PUT ShortQuery |
|
| Appointments | Appointments POST Appointments POST Planned Appointments POST SchedulePlanned Appointments POST WebSched Appointments PUT |
|
| Insurance | Benefits DELETE Benefits POST Benefits PUT ClaimPayments POST ClaimProcs PUT ClaimProcs PUT InsAdjust Claims DELETE Claims PUT Claims PUT Split Claims PUT Status InsPlans POST InsPlans PUT InsSubs DELETE InsSubs POST InsSubs PUT PatPlans DELETE PatPlans POST InsVerifies PUT |
These are complex and rarely used. |
| Patients | Patients POST Patients PUT |
|
| Payments | Payments POST | Added in version 21.3 |
| PayPlans | PayPlans POST PayPlans POST Dynamic |
Added in version 21.3 |
| ProcedureLogs | ProcedureLogs DELETE ProcedureLogs POST ProcedureLogs POST InsuranceHistory ProcedureLogs PUT |
Added in version 21.4 |
| ApiSetup | AllergyDefs POST ApptFieldDefs POST Clinics PUT Definitions POST DiseaseDefs POST Medications POST Providers POST Providers PUT Userods POST Userods PUT |
Added in version 23.1. |
The normal Open Dental permissions are used for logging API actions, but they do not restrict the API from making changes. For example, date restrictions do not apply.