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What are the default permission levels in Dentally?
What are the default permission levels in Dentally?

What each default permission level allows users access to in Dentally...

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

Default permission level settings in dentally ๐Ÿ”’

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.ย 

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


  • 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


  • 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.ย 

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)ย 

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


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