About Security Preference Page This page can be used to set up general security preferences for the practice. The configuration on this page is valid to all users in the practice and includes parameters such as the password expiration time for the users, the maximum number of invalid logins allowed, permitted IP addresses for system […]
Category: Security
Supervising Provider Mapping for Mid-Level Prescribers
A mid-level prescriber must always be mapped to a supervising provider. Admin users or users with access to the Security menu can assign the supervising providers from the user setup screen. When a user’s role is chosen as “MIDLEVEL PRESCRIBER’, a new drop-down named “Supervising Provider” will appear, and the appropriate supervising provider will need […]
User Roles & Access
Standard User Roles & Access The following is a list of distinct user roles and the menus they can access in various editions of our software. User Role 2016-PM Plus (PM Only) – Access 2016 PM Complete (PM Only) – Access 2016 Platform (PM + EHR) – Access Administrator / Owner […]
Create User
User creation and management in PracticeSuite is done through a module called ‘Security’. To create a new user in the system, the following steps are to be followed: 1. Click on Security on the main menu and select User. The user list will be displayed as in Image 1. Image 1 2. To create a new […]
Configure User Access
In PracticeSuite, once a user is created with appropriate admin, legal, and accounting rights, access configurations for the user need to be set up. The configuration has mainly two components. They are 1. Remote Access configuration 2. Menu access configuration. They are represented by gear icons, as highlighted in Image 1. Image 1 1. Remote […]
Two-Factor Authentication
How to Setup Two-factor Authentication 1. Two-factor authentication can be enabled for all users in PracticeSuite. It is available for group/single sign-on logins as well. The user information screen has a checkbox named ‘Enable two-factor authentication’ (see Image 1). Prior to 2FA enabling, the screen will show 2FA status as in Image 1. Image 1 […]
Activate/Deactivate a User Account
In PracticeSuite, user creation and management of their privileges and access permissions are done from the module called ‘Security’. To Deactivate a User Account 1. Click on the Security module and select User. The list of users, along with their roles, access permissions, etc., is listed as shown in Image 1. Image 1 2. Click […]