Explanation of Security Rights
for usage in group memberships
part 2 – Patient Rights
S
Patient - Add New Flash Alerts
- Ability to add a flash alert to a specific patient
Patient - Add New Member Full Control
- Ability to add a new patient record as a member to an existing account
Patient - Add New Patient Full Control
- Ability to add a new patient record
Patient - Add New Patient – Quick Save
- Ability to quick save a new patient record
Patient Communications - Full Control
- Ability to add, edit, or modify patient communications
Patient - Delete Notes
- Ability to delete notes (patient, financial, responsible party, documents)
Patient - Delete Ortho Payment Plan
- Ability to delete a patient’s orthodontic in-office payment plan
Patient - Delete Patient Information
- Ability to delete patient information from a patient record
Patient - Delete Patient Insurance Plan Information
- Ability to delete a patient’s insurance plan from the patient record
Patient - Delete Prescriptions
- Ability to delete prescriptions from a patient record
Patient - Delete Regular Payment Plan
- Ability to delete a patient’s regular in-office payment plan
Patient - Dental Insurance Fill-Out Form Full Control
- Ability to enter information that will be included on a dental insurance claim (i.e., remarks; prior placement date for prosthetics)
Patient - Dental Insurance Fill-Out Form View Only
- Ability to only view information that will be included on a dental insurance claim (i.e., remarks; prior placement date for prosthetics) – is not able to enter information
Patient - Dental Questionnaire Full Control
- Ability to enter patient information on the dental questionnaire
Patient - Dental Questionnaire View Only
- Ability to only view patient information on the dental questionnaire – is not able to enter information
Patient - Edit Or Deactivate Existing Flash Alerts
- Ability to edit or deactivate a patient’s existing flash alerts
Patient - Email Or Text Message Full Control
- Ability to send email or text messages to patient or responsible party from patient record
Patient - Email Or Text Message View Only
- Ability to only view email or text messages to patient or responsible party from patient record – is not able to enter information
Patient - Insurance Plan Information Screen Full Control
- Ability to edit patient’s insurance plan
Patient - Insurance Plan Information Screen View Only
- Ability to only view patient’s insurance plan – is not able to enter information
Patient - Medical Alerts Screen Full Control
- Ability to enter patient medical alerts
Patient - Medical Alerts View Only
- Ability to only view patient medical alerts – is not able to enter information
Patient - Medical Insurance Fill-Out Form Full Control
- Ability to enter information that will be included on a medical insurance claim (i.e., remarks; prior placement date for prosthetics)
Patient - Medical Insurance Fill-Out Form View Only
- Ability to only view information that will be included on a medical insurance claim (i.e., remarks; prior placement date for prosthetics) – is not able to enter information
Patient - Medical Questionnaire Full Control
- Ability to enter patient information on the medical questionnaire
Patient - Medical Questionnaire View Only
- Ability to only view patient information on the medical questionnaire – is not able to enter information
Patient - Move Patient
- Ability to move patient record to a different account
Patient - Notes Full Control
- Ability to write, edit, or delete notes (patient, financial, responsible party, documents)
Patient - Notes View Only
- Ability to only view notes (patient, financial, responsible party, documents) – is not able to enter information
Patient - Ortho Payment Plan Screen Full Control
- Ability to enter an in-office payment plan for orthodontic treatment – Ability to setup billing to insurance carrier for orthodontic treatment
Patient - Ortho Payment Plan Screen View Only
- Ability to only view an in-office payment plan for orthodontic treatment – Ability to setup billing to insurance carrier for orthodontic treatment – is not able to enter information
Patient - Patient Information Screen Full Control
- Ability to edit data on patient information screen
Patient - Patient Information View Only
- Ability to only view data on patient information screen – is not able to enter information
Patient - Patient Overview Screen Full Control
- Ability to edit information on the patient record (patient responsible party, recall, appointment, insurance plan)
Patient - Patient Overview View Only
- Ability to only view information on the patient record (patient responsible party, recall, appointment, insurance plan) – is not able to enter information. If “full control” is not granted, the “Edit” buttons on the Patient Overview screen are grayed out.
Patient - Prescription Screen Full Control
- Ability to add, edit, delete, and print prescriptions for a patient
Patient - Prescription View Only
- Ability to only view prescriptions for a patient – is not able to enter information
Patient - Recall Due Dates Screen Full Control
- Ability to add and edit patient recall due dates
Patient - Recall Due Dates View Only
- Ability to only view patient recall due dates – is not able to enter information
Patient - Regular Payment Plan Screen Full Control
- Ability to enter an in-office payment plan for overdue balances and treatment plans
Patient - Regular Payment Plan View Only
- Ability to only view an in-office payment plan for overdue balances and treatment plans – is not able to enter information
Patient - Responsible Party Information Screen Full Control
- Ability to edit date on responsible party screen
Patient - Responsible Party Information View Only
- Ability to only view date on responsible party screen – is not able to enter information
Patient - Responsible Party Locked Account
- Ability to edit and Lock a Responsible Party account
Patient - Search Patient - show SSN
- Ability to search and find patient and responsible party records
Patient - Search Patient Full Control
- Ability to search and find patient and responsible party records – SSN is not shown