How To Allow Access/Privileges To A User

To give a user access to all areas of the software, you will want to go to:

Administration > Users > Select your name > Privileges tab

and make sure that all boxes there are checked. You can double click inside of the box to add a check mark, and then click Save.

• NEW(New Years Update 2022): Show Grand Summaries on Completed Column is now a privilege provided by someone with Admin Privileges. This is shown on the Appointment Dashboard>Completed Appointments Column>Bottom. If this box is checked, the user logged in can view the Grand Totals daily.

Now go over to the Groups tab and make sure that no boxes are checked there.

How the Groups area works is, in Administration > User Groups, a group can be created, with only certain privileges allowed for that group. For example if you want front desk staff to only have privileges to patient files and not billing or reporting, then you could create a Front Desk group and only check the patient file privilege box, and no other boxes. And then tie your front desk users to that Front Desk group. Please click Here for more info on that area of the software.

So by going to Admin > Users > selecting your name > groups tab, and unchecking any boxes there, that ensures that you are not tied to any groups that could be blocking your privileges.

You are all set!

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within the software , click the green 'Support' box in bottom right of screen.***This has the fastest response time

Phone: [phone]

Email: [e-mail]

Business Hours: Monday - Friday, 8am - 6pm CST