Permission levels describe the amount of access a user has when using Dentally. We have overall Permission Levels, and the ability to customise permissions..
Overall Permission Levels
0 - No Access (Access Level 0)
This option means the user will have no access to the system. This User level is useful for when a member of staff leaves as it removes their access from the system but keeps their activity log for future reference.
1 - Reception (Access Level 1)
This access level is usually reserved for a receptionist or clerical staff, this level allows the user to check calendars add appointments, make payment on the system and view all patient details.
Specifically functions Level 1 users can perform include:
use all functions of the Appointment Book
add, edit, merge and contact patients
add sundry items to an invoice
print/email invoices and estimates and receipts
add / remove NHS exemption
add pinned notes
create, email, print correspondence to patients
upload documents and files
create and complete tasks
add medical history and medical alert
send medical history link
view and print perio exam
view chart history and base chart
check/ archive and assign inbox SMS and emails
Create a patient list from Patients report
Run Takings report for the day only
2 - Standard Practitioner (Access Level 2)
Level 2 is the level for a standard practitioner. It includes all level 1 functionality. This role is often assigned to dentists and hygienists. Access level 2 users can not see any practice financial reports.
Specifically, Level 2 users can perform all the functions of a Level 1 user plus
Create a Perio exam
Create a plaque and bleed exam
Upload images to the chart
Reopen a treatment plan
Create/edit base chart
Create/ charge and complete treatment plan items
Can add and edit template notes
If NHS, submit a treatment plan, triage, prior approval and ortho claim
Send correspondence from Patients report
View invoice report
If NHS, view UDA Report, NHS Claims report and NHS Forecast report
View your activity on Practitioner Activity report
3 - Practice Manager (Access Level 3)
Level 3 is recommended for Practice managers and includes all the functionality of level 2. Additionally, they can see the practice financial reports.
Specifically, Level 3 users can perform all of the functions of a Level 2 user plus
Remove/edit recurring appointment blocks
Merge duplicate patient records
Export patient clinical history
Export patient lists from the Patients report
Run Takings report over a specified period
Access Invoice Timeline report
Access Private Forecast report
4 - Administrator (Access level 4)
Level 4 is recommended for owners or administrators as it allows all functionality.
Specifically, Level 4 users can perform all of the functions of all levels. There are some functions that only those with Level 4 Permissions can access, and these include
Delete a patient's record
Delete a payment
Delete an invoice
Delete a Medical History, the same day that it was created
Delete a Perio exam
Full access to the Settings menu
Access to the patient Audit tab
Opt in Security options
In order to make Dentally as flexible as you need, you can select to allow certain users at a lower lever some important higher-level functions. Those with permission Level 4 (administrator) can grant additional permissions to individuals.
Submit NHS Claims - Opt-in for all users
Delete invoice - opt-in for under level 4
Delete Payment - opt-in for under level 4
Can merge patients - opt-in for under level 4
Edit recurring appointments in the diary - opt-in for under level 3
Can bulk edit appointments in the diary - opt-in for under level 3
Hide stats on Dashboard - opt-in for all levels
Prevent from discounting treatment prices when charting - opt-in on all levels
Can manage templates - opt-in for under level 3
Can run takings and sundries reports over a specified period - opt-in for under level 3
N.B. Staff at any level can only manage templates for sites for which they have been granted access.
How to add permissions to levels 1, 2 and 3
A user with Permission Level 4 (Administrator) can make these changes to other users.
Go to Settings > Users > Edit > Security and tick the boxes to give or deny the additional permissions and functions you wish this member of staff to have.
How to change user permissions for a Level 4 user.
Users with Level 4 Permissions (Administrator) can change whether they can submit NHS claims, and whether they want to see the statistics on their dashboard as they log in.
This is found in Settings > Users > Edit > Security.