Modify Security Settings

Depending on how the system permissions are set, a user or original author may or may not be able to edit or delete notes. Note authoring restrictions help maintain accurate records of billing and staff actions, and help the practice conform with the security measures necessary to maintain compliance and better tracking in the event of an audit. The following restrictions are available for modification:

• Add Patient Notes
• Edit Patient Notes
• Edit Patient Notes If Not Author
• Delete Patient Notes
• Delete Patient Notes If Not Author
• View Patient Notes

For more information on modifying these permissions, see the next section, Opening the User Security Window, below.

1. Open the Maintenance application.
2. Click Users.
   
3. Click the Security button.
   
4. The User Security window opens.
   

1. Open Maintenance > Users > Security.
2. Click New.
   
3. Type the user group name.
4. Click OK.
   
5. Add users by selecting them in the System Users column and clicking Add>>. The users appear in the Group Members column.
   
6. Set the permissions for this group. By default, every group can do every administrative function in the ChiroTouch system. What you'll do here is restrict access for this group so that they cannot do functions that don't pertain to their role in your clinic. For this example, a group with massage therapists may not need access to accounting functions. See Available Permissions for a complete list.
   
7. When finished adding users and determining their permissions, click OK.

1. Open Maintenance > Users > Security.
2. Select the user group from the drop-down.
3. Click Delete.

1. Open Maintenance > Users > Security.
2. Select the user group from the drop-down.
3. Select a system user and click Add>> to add the user to the group, or select a group member and click <<Remove to remove the user from the group.
4. When finished, click OK.

1. Select a user group from the User Group drop-down menu.
   • To restrict certain actions: Select the action from the Actions menu, and click Add>>. Select an entire action group or expand the action group to select individual actions.
   • To allow a currently restricted action: Select the action from the Restricted Actions list and click <<Remove to remove the restriction.
2. Click OK to save your security settings.
3. Click Exit to close the User Security window.

IMPORTANT:  
Remember that unless you set restrictions in the Users section, every user has access to every administrative function in ChiroTouch. However, no user has access to the provider applications (e.g. Provider All-In-One & CTM Provider) unless they have been assigned as a provider.

Depending on the permissions set by an administration, each user may have limited access to perform certain actions. Below are all available user restrictions.