Additional User Options

Some settings are established by default and are available for adjustment only after the user account is created. These settings are located on the Login Info tab.

• Active: Sets the user account as active or inactive. Select “No” from the dropdown to disable the user account.
• Print Labels for Appt.: Controls the automatic printing of appointment labels when the appointment is scheduled.
  • Do Not Print: Appointment labels will not be automatically printed.
  • Small Labels: Print the small version of the appointment label for the patient.
  • Large Labels: Print the large version of the appointment label for the patient.
• Patient access level: Controls the user’s ability to search across all offices within the practice.
  • Normal: In the Search Patient window, the user may select the radio button to conduct the search within the current office or across all offices.
  • Limited: In the Search Patient window, the user may only search within the current office. The all office option is disabled.
  • Restricted: In the Search Patient window, the user’s search results will only include patients specifically assigned to the user (Patient menu > Assign to Restricted User.) This option would primarily be used for limited duration employees and activities.
• Account Locked: If a user’s account has been locked because of password failures, this check box will activate so the account can be unlocked by the administrator. Deselect this check box to unlock the account.