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 […]

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User Roles & Accessibility

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   Highest […]

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Create User

PracticeSuite has a module to help manage users and assign them appropriate authorizations and privileges. To create a user, the following steps are to be followed: 1. Click on Security on the main menu and select User. The Manage Users page will be displayed as in Image 1. Image 1 2. To create a new […]

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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 […]

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Two-Factor Authentication

How to Setup Two-factor Authentication 1. Two-factor Authentication can be enabled for existing users using ‘Edit User Information Screen’ or while adding new users. A check box’ Enable two-factor authentication’ (highlighted in Image 1) is provided in the ‘Add/Edit User Information’ screen. Before 2FA is enabled, the user screen will show the status as in […]

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Activate/Deactivate a User Account

PracticeSuite permits the creation and management of users as required. The users can be given privileges and access permissions according to the roles provided. 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 […]

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