Default permission level settings in dentally 🔒
Permission levels describe the amount of access a user has when using Dentally. Although we have the default setup below you can also customise your security settings in Dentally.
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
take payments
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
Reports:
Create a patient list from Patients report
Run Takings report for the day only
Invoices report
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
Create estimates
Can add and edit template notes
If NHS, submit a treatment plan, triage, prior approval and ortho claim
Reports:
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
Reports:
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