Login Info (Add a User - Step 4 of 6)

Login information establishes some defaults and controls for the user account.

Following are descriptions of some of the fields on this window:

• Start-Up Window: Sets the window that automatically opens when the user logs in. It is recommended that you select Patient Search; however, for clinical users the chart may be preferred.
• Prompt user for default provider on login: When this is selected, users that are not assigned to a provider will be prompted to select one from a dropdown list whenever they log in.
• Default Scheduler View: Select a user’s default Scheduler view from the dropdown. Please note that additional setup is required in the User Per-Office Settings section.
• Allowed fields:  Set the window during which the user can access QSIDental Web. Select the days of the week, and specify the hours for those days. To allow 24-hour access, click 24hr Access. 
• Corresponding Provider:  If the user is a provider, associate the user account with the provider account. The corresponding provider is primarily used for "My Reports" options.
• Allow access from outside office?:  Select this option to allow the user to access QSIDental Web from computers and mobile devices outside the office. Access will still be limited within the time frame given above. Note that the user’s IP address must be provided on the Account Info Setup window for external access to work.
• HIPAA compliant scheduler view:  When this option is selected, the HIPAA check box on the Scheduler will be selected by default for the user so that all personal health information (PHI) is hidden from view. The user can toggle this view off and on using the HIPAA check box.
• Production view?:  When this option is selected, the production view of the Scheduler will be enabled by default for the user. In production view the Scheduler displays the forecasted production based on treatments in scheduled appointments, and scheduled appointments are color-coded by the type of procedures being performed. The user can toggle this view off and on using the Prod. View check box.
• Prompt for entry date?: When this option is selected, the user will be required to provide an entry date for items being added or updated in application modules. Since all entries automatically include an entry date, it is recommended that you leave this option unselected.