1. Click on the Security module and select User, the User Account Information page will be displayed as shown below.



The User Account Information page comprises of two tabs (pages) namely, Main and User Info.

2. Follow the instructions give below and enter the required information under each tab:


Authentication Information
a) To create a new User, ensure that the Create New User check box check button is enabled and type the name of the new user in the text box.

b) From the Person Type box, select the required user type from the list i.e. ADMINISTRATOR/BILLING/FRONT OFFICE ASSISTANT/MEDICAL ASSISTANT/ PRACTICE/ PROVIDER.

PracticeSuite features a role based menu access system which automatically assigns a preset menu according to the type of user selected.

For example:- If the Person Type selected is PROVIDER, the menu for this user will be as  shown in the image given above. The structure of the menu will change according to the role of the Person Type selected.

c) If required you can enter a small description of this user in the Description box.

d) Choose the Primary Legal entity from the list.

e) Enter a Password for this user and retype the password in the Confirm box for confirmation. The minimum password length accepted by the system is 5. The password should also contain one Upper case letter and three numerals (e.g. Mary123).

f) In the Password Access Allowed (in days) box enter the number of days the user will be allowed access with this password. This security feature allows to restrict the number of days the user will be allowed access.

g) Select the Active Start Date and End Date for this user.

h) Enter the Last name and First name and Middle name of the user.

i) Enter an Email Address and a Email Password for this user in their respective boxes.


Select User Access
Select the various functions from the table and click the assign button assign button to assign the function for the particular user.

Note:-The information in this area should be configured only by the administrator. Please contact your Administrator for the correct configuration details.


User Info

User Information
Enter the Address, Cell/Home Phone/ Fax numbers; City, State, Zip Code and Country details.
Context Based Security
The Time/Day based security in PracticeSuite enables you to restrict user access based on time or day.

To enable the Time/Day based access for the user

a) Enter the Employee ID and Digital Security ID in the respective boxes.

b) For IP specific Authorization- enter the Primary IP Address, Primary Remote DNS, RSA Token Code and the RSA 4 Digit Pass Code in the respective boxes.

c) Set the access time allowed for the user using the Time Allowed From and Time Allowed To boxes.

d) From the Days Allowed box select the days on which access is allowed. To prevent access on any particular day, leave the box next to the day unselected.

e) If different time is allowed for different days, click in the box next to Click here if different time allowed for different day. A list of the days of the week selected will be displayed below with the option to set individual timings for each day as shown in the image above. Set the different access times for the user using the options provided.

User Access Restrictions
PracticeSuite provides the option to restrict access to certain patient charts for a user. A feature called Allowed to Break The Glass in Emergency Situation is also provided where the restricted user can be given access to a restricted Patient Chart in case of an emergency after validation.

a) To restrict the access to a patient’s chart, type the first three letters of the last name or the first name of the patient in the Lname or Fname boxes respectively. From the list that appears, choose the required patient.

The name of the selected patient will immediately be displayed next to Restricted Charts as shown in the image below.


Note:-To remove the access restriction to any patient chart:- click to clear the check box next to the name of the required patient displayed next to Restricted Charts, then click the Save button.


b) The Allowed to Break The Glass in Emergency Situation option permits the user access to the restricted patient chart on providing the required authentication. To enable this option, select the Yes button.


3. After entering all the necessary information, click the Save button, the user details will be saved and the new User will be created.

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