Office Setup

The office is the highest level of organization within a practice setup in QSIDental Web. A practice may have multiple offices associated with its enterprise. Each office retains its own name, hours, and preferences, but shares access to patient records.

Information about a specific office is organized into tabs in the Office Setup window:

Info: Office name, contact, billing and tax information
SetUp: Financial settings and preferences (finance charges, statement messages)
Operatories: Number and type of operatories
Schedule: Opening, closing and lunch times
Holidays: Set holiday closings or hour changes
Procedures: Procedure codes used by the office
Preferences: Various preferences for charting, treatment planning and reports
Users: User list for the office
Patient Messaging Reminders: Settings related to patient messaging
Patient Referral: Patient Referral preferences

The Office Setup window displays information for the currently selected office on the right side of the screen. Additionally, an office can be edited, added or deleted as the needs of the practice change.

Add an Office

An office is distinguished by its name, location, hours, and other preferences. Those elements are established when an office is created. While the information for an office can be edited once it is created, it is important to make careful decisions about the setup in the beginning.

To add an office:

Select Offices from the Setup menu.
Click the Add Office button.
Complete the information for each of the ten steps as appropriate. Each step ultimately corresponds to the tabbed information for the office.
Use the buttons on the bottom of the screen to advance or move back.
Click the Save button when complete.

Billing Information

Step 1, Office Billing Information: Complete the location and contact information for the office, including tax and billing information. Fields indicated with a red asterisk are required.

Account Details: Basic contact details specific to this location, including the NPI# and Tax ID#.
Email: Enter a valid email ID. If the email ID is not verified, then you cannot send emails to the patients for communication purposes or for sending email health history links. The communication can happen only through text messages.
Note: When an email ID is not verified, a message displays stating that the email is not verified and you must verify your email by going to the Email tab in Setup > Account Info.
For more information about verification of emails, see Email.
Insurance Billing: The information for insurance billing that appears in the corner of the claim form.
- Provider: Select the desired provider from the list (if available). As providers are added to the enterprise, they can be selected from the list.
- Billing name and Address: Select either office name and address or corporate name and address from the dropdown.
- Billing License #: Select either billing provider or treating provider.
Allow Billing Provider Exceptions: Select this option to set up billing provider exceptions for the office.
Default Details: Provide a default area code, city, state, and/or zip. This information will automatically populate when creating patient records. It can be overridden if needed.
Short ID: Set an identifier for the office which displays when there is limited space in the module.
Office Group: Office groups can be established for reporting purposes at a later stage.
Copy Holidays and Procedure Codes from: Select an existing office to use its holidays and procedure code settings.
Correspondence Name: Set the office name as it should appear on correspondence. If no name is entered, correspondence will show the office name as it appears in the Office Name field.

Office Settings

Complete the office finance charge requirements and other logistical preferences.

Finance Charges: Allows an office to charge interest on past due balances.
Eligibility: QSIDental Web can confirm a patient’s insurance coverage and eligibility for procedures. The check is performed in an overnight sweep, a set number of days before the appointment. Eligibility is indicated on the Patient Overview and the Scheduler.

X-ray System: Associates the X-ray system with QSIDental Web.
Search Patients in all offices: Select the check box to conduct patient searches in all offices by default. Individual searches can be adjusted by the user.
Scheduler Time Interval: Select the default interval for the scheduler from the dropdown.
Fees: Fees in QSIDental Web are adaptive and can be associated with an office, insurance plan, provider, or patient.

Use smart fee schedules: Set this as “No”

Default Fee Schedule: Select the office default which will be applied in most circumstances.

Note: At the initial office setup, the fee schedules have not yet been established. As fee schedules are added, this information can be updated.

Note: The following option is set automatically for "No" when the office is created, but can be changed when editing an existing office.

Allow Re-Estimate on TX Plan Group: Enables re-estimatiom of fees based on treatment plan groups along with treatment plan ID numbers. Select the check box to allow users to re-estimate fees for treatment plan groups. An additional Treatment Plan Group option will appear in the Re-Estimate Fees window when re-estimating fees from the Tooth Chart module.

Statement Messages

The statement messages section is on the bottom of the Office Settings screen and can be completed now or in the future for this particular office. Additionally, messages can be added or customized each period when statements are created.

Operatories

Enter the operatory names for the office at this time or return later. While operatories are technically rooms, this setup establishes columns in the scheduler. For each desired operatory:

Type the operatory name (note that there can be no spaces or punctuation).
Click the Add button.

Schedule

Set the Day Start, Day Stop, Lunch Start and Lunch Stop times for the office. Think of when the doors are open versus locked. Individual provider schedules are established in Provider Setup.

For each day:

Select the hour from the dropdown.
Select the minutes from the dropdown.
Select AM or PM from the dropdown.

Note: If the office will be closed, no hours need to be entered.

Holidays

On the Holidays screen, you can enter the annual holidays for the office. These settings will automatically change the default schedule for those days, setting the office as closed or with alternate hours.

Note: You can copy holidays from one office to another using the Copy Holidays utility. See Copy Holidays for more information.

For each holiday:

Select the date from the calendar icon.
Type the description.
Select the type of holiday:
- Office Closed
- Office Open
  Note: If the office is open, use the dropdowns to select alternate hours. If the office is closed, you do not need to enter hours.
Click Add.
Repeat as needed.

Procedure List

All of the ADA Procedure codes are included with QSIDental Web. However, a practice may elect to remove a category or individual procedure codes from the list of offered services for this particular office. For example, an office might choose to remove the medical codes shown at the beginning of the list or a specialty office might show only those specialty codes.

To remove codes from the office offerings, clear those procedure codes.
Click the Next button when complete.

Note: Local or alternate codes may be added using the Service Code tools once the office is created.

Security Groups Letters and Notes Macros

In Step 8 of adding an office, you have the option of copying security groups, letters, and notes macros from an existing office into the new office. Security Groups define permissions for classes of users. Letters are created for varying purposes including Marketing, Collections, and Appointments among others. Some letters come standard with QSIDental Web; others are created for the practice. Notes Macros designed to improve chart consistency have been replaced with SmartNotes in the Enhanced Charting module.

Rather than creating these items for each office, they can be copied from an existing office by selecting the source office from the dropdown and clicking the Copy Groups, Letters, and Notes Macros button.

Preferences Settings

Select the preferences for the clinical charting items such as colors, treatment plan options and some provider options.

Note: These options may be changed later.

Proposed Treatment Report Options: These options establish the default settings for treatment reports for patients, including the title, footers, and display options when printed directly from the Enhanced Chart.
Perio Chart Colors: Colors in the periodontal chart help to give a clear indication of improvement or deterioration and to offer additional information about the patient’s periodontal health. Colors may be set to indicate bleeding, suppuration, or both and to distinguish different measurements. Additionally, colors in the graphic views may be set. QSIDental recommends that Alert Depth and colors be consistent across all offices.
Provider 2 Usage: The Provider 2 feature allows a second provider to be associated with treatments and billing and Provider Chart Approval. This is useful for offices that support residents or students. Set the desired preference for the usage of Provider 2 and any specific preferences for requiring a second provider and the information shown in the chart.
- Do not use: Disables the Provider 2 function throughout QSIDental Web.
- Enable on default provider dialog: Offer the option to select a secondary provider on the provider window.
- Require on set default provider dialog: Require that a user select a secondary provider.
- Enable only on chart detail dialog: Allow the selection of a secondary provider only on the Chart Detail window (available when editing a service item).
- Provider 2 label override: Replace the term Secondary Provider with an alternate choice as determined by the practice. This label appears in place of the Secondary Provider label on selection and dialog boxes throughout QSIDental Web.
When completing TPs: Select the desired preference for establishing the provider for completed treatment plans.
If Provider Changes: Select the desired preference for managing changes when the provider that performs the service is different from the provider that planned the service.
Treatment Plan Options: Select the desired preference(s) for working with and displaying groups within the treatment plan.

Patient Messaging Reminders

The Patient Messaging Reminders tab, which allows for the setup of appointment reminders and recall reminders, is for future use. For now, when setting up a new office, please skip to the next tab by clicking Patient Referral.

Patient Referral

The Patient Referral tab, which will allow for the enabling of referrals for various specialties, is for future use. Click Save on this tab to save the new office.

Tracking Forms

You can view, track, and set the frequency of sending consent forms for signatures.

You can view a patient's consent letters for a particular office on the Form Tracking tab. When a patient registers online to an office or when the email health history link is sent to a patient, the consent letters are also included to be digitally signed by the patient.

Note: Only Custom Letters set as type Patient Consent appear and can be tracked.

You can set the frequency of digitally signing the consent letters to one of the following:

Once per member: Every time a new patient is created.
Once per year on first visit: When a patient visits for the first time in a calendar year.
Once per responsible party: Once to the responsible party every time a new patient is created.

Office Groups

When a practice has a large number of offices, the gathering and management of data can be overwhelming. Office groups allow offices to be organized into groups for more structured reporting.

To create an Office Group:

Select Office Groups from the Setup menu.
Click the Add New button.
Complete the information for the group. The address could be for the main office or first office in the group.
Click the Save button.

Edit an Office

Once an office is created, its settings, permissions and preferences are saved. These settings can be updated by the administrator as needed. To edit an existing office:

Select Offices from the Setup Menu.
Select the desired office from the list on the left and click the Edit Office button.
Use the tabs to navigate and adjust the settings as appropriate.
Click the Save button when complete.
Additional Options:

Some settings are established by default and are available for adjustment only after the office is created. These settings are located on the Setup tab.
- TC ID: Your TransFirst merchant ID.
- Registration Key: The TransFirst registration key. If a value is entered in this field, the Swipe Card button will become available on the Transaction Entry page when a credit card payment type is selected.

Additional Office Options

Some settings are available for adjustment only after the office is created. You can make changes to the following settings by selecting an office and clicking Edit Office.

Edit TransFirst Settings

These settings are located on the Setup tab. QSIDental Web no longer integrates with TransFirst and TC ID and Registration Key are not longer supported.

TC ID: Your TransFirst merchant ID
Registration Key: The TransFirst registration key. If a value is entered in this field, the Swipe Card button will become available on the Transaction Entry page when a credit card payment type is selected.

Make an Operatory Inactive

You can remove an operatory from the scheduler by making it inactive. After you mark an operatory as inactive, it will no longer appear in the daily view. This function is useful if the operatory is named after a provider who has left the office.

Note: If the operatory has appointments scheduled for a date that comes after the inactive date, you must first move or remove those appointments before setting the inactive date.

To make an operatory inactive:

Select Offices from the Setup menu.
Select the desired office from the list on the left and click the Edit Office button.
Click the Operatories tab.
In the Inactive Date column, click the calendar and select the date on which the operatory will become inactive.
Click Save.

Security Groups

Security rights are permissions that control access to different features and functions within QSIDental Web. Rights limit a user’s ability to view, add, edit or delete within specific modules or fields, giving a practice tight control over the software and data. Rather than assigning each of the more than 300 rights individually for each user, rights are assigned via Security Groups. The rights of the security group are given to members of the group.

Groups created at the enterprise level will be available in all offices within the practice. For example, a practice might create security groups by general job class, like scheduling, billing, and clinical. All offices within the practice will be able to assign users to those groups and any change to the rights for the group will impact all the offices. An Individual offices may also create its own security groups that apply only to that single office. For example, an individual office might need a special group for students that the entire organization wouldn't need.

Security Rights

A security right is an ability to perform a type of task within QSIDental Web. These security rights allow a practice to tightly control the access to its data and to the functions in the software. Controls are typically broken down by module and reflect the ability to add, edit, or delete data in a patient record.

Security rights are given to users through Security Groups. Rights that make up a security group are given to the members of that group.

The following lists the specific security right and the description of the ability the right grants.


QSIDental Web Access Right	Access Right Description
Appointments - Add New Appointment	Ability to add a new appointment
Appointments - Add new patient from Appointments	Ability to add a new patient record from a New Patient Appointment
Appointments - Add new procedures	Ability to add procedures to an appointment
Appointments - Change Appointment Status	Ability to change appointment status - Scheduled, Confirmed, Unconfirmed, Left Message, In Reception, In Operatory, Checked Out, Missed, Cancelled
Appointments - Daily View - Full Control	Ability to show the daily view of the scheduler screen
Appointments - Daily View by Provider - Full Control	Ability to show the daily view of the scheduler screen for a specific provider
Appointments - Daily View by User View - Full Control	Ability to show the daily view of the scheduler screen for a specific pre-designed user view
Appointments - Delete Appointment Procedures	Ability to delete procedures that are entered in an appointment
Appointments - Delete Existing Appointment	Ability to delete an existing appointment. Note: delete removes all record of the appointment, appointment history cannot be tracked)
Appointments - Edit Existing Appointment	Ability to edit an existing appointment (i.e. duration, provider, production type, procedures)
Appointments - Find Existing Appointment	Ability to search and find an existing appointment
Appointments - Find slot	Ability to find an available time slot for a new appointment
Appointments - Monthly View - Full Control	QSIDW has disabled this right
Appointments - Monthly View Stats - Full Control	QSIDW has disabled this right
Appointments - Move Existing Appointment	Ability to move an existing appointment to different date/time
Appointments - Post Existing Appointment	Ability to post procedures in an appointment as completed, posts the procedures to the patient’s ledger
Appointments - Reschedule Appointment	Ability to reschedule an existing appointment to different date/time
Appointments - Save Existing Appointment	Ability to save an appointment to the scheduler
Appointments - Save Existing Appointment Procedures	Ability to save procedures to an appointment in the scheduler
Appointments - Short call list	Ability to search and find previous patient appointments that have been marked as missed or cancelled – Ability to reschedule a new appointment based on the previously missed or cancelled appointment
Appointments - Short notice list	Ability to search and find patient appointments that have been marked as "short notice" – Ability to reschedule a short notice appointment to a different date/time
Appointments - View Existing Appointment Details	Ability to view appointment details (i.e., provider, duration, production category, procedures)
Appointments - View Existing Appointment Procedure	Ability to view procedure details that are entered into an appointment
Appointments - Weekly View - Full Control	Ability to show the weekly view of the scheduler screen
Appointments - Weekly View by Provider - Full Control	Ability to show the weekly view of the scheduler screen for a specific provider
Appointments - Weekly View by User View - Full Control	Ability to show the weekly view of the scheduler screen for a specific pre-designed user view (i.e., All Operatories; Hygienists; Drs & Hygienists; Drs only)
Help - Enter Support Message	Ability to enter a help call
Patient - Add Documents	Ability to add documents to a patient's chart via the Documents module
Patient - Add New Flash Alerts	Ability to add a flash alert to a specific patient
Patient - Add New Member Full Control	Ability to add a new patient record as a member to an existing account
Patient - Add New Patient Full Control	Ability to add a new patient record
Patient - Add Notes	Ability to add notes in the Patient Notes module
Patient - Add Perio	Ability to add a new periodontal chart for the patient
Patient - Add PSR	Ability to add a new PSR chart for the patient
Patient - Change/Update Perio	Ability to edit an existing periodontal chart for the patient
Patient - Change/Update PSR	Ability to edit an existing PSR chart for the patient
Patient - Delete Documents	Ability to delete a document stored in the patient's chart (within the document lock period)
Patient - Delete Notes	Ability to delete notes (patient, financial, responsible party, documents) from the Patient Notes module
Patient - Delete Ortho Payment Plan	Ability to delete a patient’s orthodontic in-office payment plan
Patient - Delete Patient Information	Ability to delete patient information from a patient record
Patient - Delete Patient Insurance Plan Information	Ability to delete a patient’s insurance plan from the patient record
Patient - Delete Perio	Ability to delete an existing perio exam
Patient - Delete Prescriptions	Ability to delete prescriptions from a patient record
Patient - Delete PSR	Ability to delete an existing PSR exam
Patient - Delete Regular Payment Plan	Ability to delete a patient’s regular in-office payment plan
Patient - Dental Insurance Fill-Out Form Full Control	Ability to enter information that will be included on a dental insurance claim (i.e., remarks; prior placement date for prosthetics)
Patient - Dental Insurance Fill-Out Form View Only	Ability to only view information that will be included on a dental insurance claim (i.e., remarks; prior placement date for prosthetics) – is not able to enter information
Patient - Dental Questionnaire Full Control	Ability to enter patient information on the dental questionnaire
Patient - Dental Questionnaire View Only	Ability to only view patient information on the dental questionnaire – is not able to enter information
Patient - Documents View Only	Ability to view the documents stored in the Patient Notes module
Patient - Edit Documents	Ability to edit documents stored in the Patient Notes module
Patient - Edit Notes	Ability to edit a note in the Patient Notes module
Patient - Edit Or Deactivate Existing Flash Alerts	Ability to edit or deactivate a patient’s existing flash alerts
Patient - Email Or Text Message Full Control	Ability to send email or text messages to patient or responsible party from patient record
Patient - Email Or Text Message View Only	Ability to only view email or text messages to patient or responsible party from patient record – is not able to enter information
Patient - E-Prescription Add/Edit	When the ePrescribing module is enabled for the practice, user has the ability to view, add, or edit health information and prescriptions.User CANNOT approve/sign or electronically send any prescriptions or use Admin functions (setup, reports, etc.)
Patient - E-Prescription FullAccess Patient/No Admin	When the ePrescribing module is enabled for the practice, user has the ability to all health information related Tasks such as add, edit, approve, and send prescriptions.User cannot access any Admin functions (setup, reports, etc.)
Patient - E-Prescription Screen Full Control	When the ePrescribing module is enabled for the practice, user has the ability to access both the patient and administrative functions in the module.User can perform all functions in the module, including both Patient and Admin functions
Patient - E-Prescription Setup/Reports	When the ePrescribing module is enabled for the practice, user has the ability to run reports or perform setup tasks. User cannot view, add, or edit any health information or patient data.
Patient - E-Prescription View Only	When the ePrescribing module is enabled for the practice, user has the ability to launch the module and view health information.User may not add or edit any data nor access any Admin functions (setup, reports, etc.)
Patient - Insurance Plan Information Screen Full Control	Ability to edit patient’s insurance plan
Patient - Insurance Plan Information View Only	Ability to only view patient’s insurance plan – is not able to enter information
Patient - Medical Alerts Screen Full Control	Ability to enter patient medical alerts
Patient - Medical Alerts View Only	Ability to only view patient medical alerts – is not able to enter information
Patient - Medical Insurance Fill-Out Form Full Control	Ability to enter information that will be included on a medical insurance claim (i.e., remarks; prior placement date for prosthetics)
Patient - Medical Insurance Fill-Out Form View Only	Ability to only view information that will be included on a medical insurance claim (i.e., remarks; prior placement date for prosthetics) – is not able to enter information
Patient - Medical Questionnaire Full Control	Ability to enter patient information on the medical questionnaire
Patient - Medical Questionnaire View Only	Ability to only view patient information on the medical questionnaire – is not able to enter information
Patient - Move Patient	Ability to move patient record to a different account
Patient - Notes Full Control	Ability to write, edit, or delete notes (patient, financial, responsible party, documents)
Patient - Notes View Only	Ability to only view notes (patient, financial, responsible party, documents) – is not able to enter information
Patient - Ortho Payment Plan Screen Full Control	Ability to enter an in-office payment plan for orthodontic treatment – Ability to setup billing to insurance carrier for orthodontic treatment
Patient - Ortho Payment Plan View Only	Ability to only view an in-office payment plan for orthodontic treatment – Ability to setup billing to insurance carrier for orthodontic treatment – is not able to enter information
Patient - Patient Information Screen Full Control	Ability to edit data on patient information screen
Patient - Patient Information View Only	Ability to only view data on patient information screen – is not able to enter information
Patient - Patient Overview Screen Full Control	Ability to edit information on the patient record (patient responsible party, recall, appointment, insurance plan)
Patient - Patient Overview View Only	Ability to only view information on the patient record (patient responsible party, recall, appointment, insurance plan) – is not able to enter information
Patient - Perio Full Control	Ability to fully access and use the Perio module
Patient - Perio View Only	Ability to view data in the Perio module
Patient - Prescription Add/Print	Ability to add and print prescriptions in the Prescription module (not ePrescribing)
Patient - Prescription Screen Full Control	Ability to add, edit, delete, and print prescriptions for a patient (not ePrescribing)
Patient - Prescription View Only	Ability to only view prescriptions for a patient – is not able to enter information (not ePrescribing)
Patient - PSR View Only	Ability to view the data in the PSR module
Patient - Recall Due Dates Screen Full Control	Ability to add and edit patient recall due dates
Patient - Recall Due Dates View Only	Ability to only view patient recall due dates – is not able to enter information
Patient - Regular Payment Plan Screen Full Control	Ability to enter an in-office payment plan for overdue balances and treatment plans
Patient - Regular Payment Plan View Only	Ability to only view an in-office payment plan for overdue balances and treatment plans – is not able to enter information
Patient - Responsible Party Information Screen Full Control	Ability to edit date on responsible party screen
Patient - Responsible Party Information View Only	Ability to only view date on responsible party screen – is not able to enter information
Patient - Search Patient - Show SSN	Ability to see patient SSN in Search
Patient - Search Patient Full Control	Ability to search and find patient and responsible party records
Patient Referral - Add Patient Referral	When the Patient Referral module is enabled for the practice, user has the ability to add a new outgoing patient referral
Patient Referral - Delete Patient Referral	When the Patient Referral module is enabled for the practice, user has the ability to delete a patient referral
Patient Referral - De-Link Master Patient Index	When the Patient Referral module is enabled for the practice, user has the ability to delink two patient records that were previously linked
Patient Referral - Edit Incoming Patient Referral	When the Patient Referral module is enabled for the practice, user has the ability to edit information on an incoming patient referral (add contact attempts, link appointments, etc.)
Patient Referral - Edit Master Rights	When the Patient Referral module is enabled for the practice, user has the ability to reassign all the referrals (new, accepted, and in progress) from a provider of one office to another or change the status of an existing referral.
Patient Referral - Edit Outgoing Patient Referral	When the Patient Referral module is enabled for the practice, user has the ability to edit information on an outgoing patient referral
Patient Referral - Link Patient Referral	When the Patient Referral module is enabled for the practice, user has the ability to link the referred patient to an existing record at the practice
Patient Referral - Full Control	When the Patient Referral module is enabled for the practice, user has the ability to work fully within the Patient Referral module
Patient Referral - Patient Referral Generate Report Control	When the Patient Referral module is enabled for the practice, user has the ability to generate referral reports
Patient Referral - View Only	When the Patient Referral module is enabled for the practice, user has the ability to view the details in the Patient Referral module and in specific referrals but cannot add, edit, or delete information
Reports - List - Service Type List Screen Full Control	Ability to generate the Service Type List Report (Setup -> Service Types: Report button)
Reports - List - SmartNotes List Screen Full Control	Ability to generate the Notes Report (Setup -> Charting -> Notes: Report button)
Reports - Appointment Reports Screen Full Control	Ability to generate specified appointment-related reports (i.e., routing slips)
Reports - Appointment Reports Screen View Only	Ability to only view listing of specified appointment-related reports (i.e., routing slips) – is not able to generate report
Reports - Audit Trail Report Full Control	Ability to run the Audit Trail report
Reports - Blank Insurance Form Screen Full Control	Ability to generate a blank insurance form
Reports - Blank Insurance Form Screen View Only	Ability to only view listing of blank insurance forms – is not able to generate forms
Reports - Custom Letter Full Control	Ability to add, edit, and delete letter templates
Reports - Custom Letter Screen View Only	Ability to only view listing of letter templates – is not able to add, edit, or delete letter templates
Reports - Custom Postcard Full Control	Ability to add, edit, and delete postcard templates
Reports - Custom Postcard Screen View Only	Ability to only view listing of postcard templates – is not able to add, edit, or delete postcard templates
Reports - Daily Reports Screen Full Control	Ability to generate specified daily reports (i.e., daily journal)
Reports - Daily Reports Screen View Only	Ability to only view specified daily reports (i.e., daily journal) – is not able to generate report
Reports - DHA Reports Screen Full Control	Specialized reports for client=DHA
Reports - DHA Reports Screen View Only	Specialized reports for client=DHA
Reports - Excel Reports Full Control	Ability to generate specified reports in Excel format
Reports - Excel Reports View Only	Ability to see the list and criteria for the reports within the Insurance category in Excel reports.The user cannot preview or print any reports.
Reports - Group Reports Ins Screen Full Control	Ability to run the reports within the Insurance category in Group reports
Reports - Group Reports Ins Screen View only	Ability to see the list and criteria for the reports within the Insurance category in Group reports.The user cannot preview or print any reports.
Reports - Group Reports Other Screen Full Control	Ability to run the reports within the Other category in Group reports
Reports - Group Reports Other Screen View only	Ability to see the list and criteria for the reports within the Other Group category.The user cannot preview or print any reports.
Reports - Group Reports Screen Full Control	Ability to generate specified reports for account enterprise
Reports - Group Reports Screen View Only	Ability to see the list and criteria for the reports within Group reports.The user cannot preview or print any reports.
Reports - Insurance Reports Screen Full Control	Ability to generate specified insurance-related reports (i.e., outstanding claims)
Reports - Insurance Reports Screen View Only	Ability to see the list and criteria for the reports within the Insurance category reports.The user cannot preview or print any reports.
Reports - Labels Screen Full Control	Ability to generate specified batch labels
Reports - Labels Screen View Only	Ability to only view specified batch labels – is not able to generate labels
Reports - Ledger Reports Screen Full Control	Ability to generate specified patient- or responsible party-specific ledger reports
Reports - Ledger Reports Screen View Only	Ability to see the list and criteria for specified patient or responsible party specific ledger reports.The user cannot preview or print any reports.
Reports - Letters Screen Full Control	Ability to generate specified batch letters
Reports - Letters Screen View Only	Ability to only view specified batch letters – is not able to generate letters
Reports - List - Palette List Screen Full Control	Ability to generate the Palette report (Setup -> Charting -> Palettes: Report button)
Reports - List - Palette List Screen View Only	Ability to see the list and criteria for the Palette list report.The user cannot print the report using the Report button (inactive).
Reports - List - Service Type List Screen Full Co	Ability to see and generate the list and criteria for the Service Type list reports.
Reports - List - Service Type List Screen View Only	Ability to see the list and criteria for the Service Type List reports.The user cannot preview or print any reports.
Reports - List - SmartNotes List Screen Full Con	Ability to see and generate the list and criteria for the SmartNotes List report
Reports - List - SmartNotes List Screen View Only	Ability to see the list and criteria for the SmartNotes List reports.The user cannot preview or print any reports.
Reports - Lists - Employer List Screen Full Control	Ability to generate specified insurance employer-related reports
Reports - Lists - Employer List Screen View Only	Ability to see the list and criteria for the Employer List reports.The user cannot preview or print any reports.
Reports - Lists - Office List Screen Full Control	Ability to generate specified reports related to the account’s office locations
Reports - Lists - Office List Screen View Only	Ability to see the list and criteria for Office List reports.The user cannot preview or print any reports.
Reports - Lists - Patient List Screen Full Control	Ability to generate specified reports related to the account’s patient database
Reports - Lists - Patient List Screen View Only	Ability to see the list and criteria for the Patient List reports.The user cannot preview or print any reports.
Reports - Lists - Prescription List Screen Full Control	Ability to generate specified reports related to the account’s prescription records
Reports - Lists - Prescription List Screen View Only	Ability to see the list and criteria for the Prescription List reports.The user cannot preview or print any reports.
Reports - Lists - Procedure/Fee List Screen Full Control	Ability to generate specified reports related to the account’s procedure codes and fee schedules
Reports - Lists - Procedure/Fee List Screen View Only	Ability to see the list and criteria for the Procedure/Fee List reports.The user cannot preview or print any reports.
Reports - Lists - Provider List Screen Full Control	Ability to generate specified reports related to the account’s treatment providers
Reports - Lists - Provider List Screen View Only	Ability to see the list and criteria for the Provider List reports.The user cannot preview or print any reports.
Reports - Lists - Responsible Party List Screen Full Control	Ability to generate specified reports related to the account’s responsible party database
Reports - Lists - Responsible Party List Screen View Only	Ability to see the list and criteria for the Responsible Party List reports.The user cannot preview or print any reports.
Reports - Management Reports Screen Full Control	Ability to generate specified management reports (i.e., aging)
Reports - Management Reports Screen View Only	Ability to see the list and criteria for the reports within the Management Reports category (i.e., aging).The user cannot preview or print any reports.
Reports - My Reports Full Control	Ability to utilize the My Reports functions
Reports - Office Reports - ADRpts Screen Full Con	Specialized reports for client=ADR
Reports - Office Reports - ADRpts Screen View Only	Specialized reports for client=ADR
Reports - Office Reports - BNRpts Screen Full Cont	Specialized reports for client=BNR
Reports - Office Reports - BNRpts Screen View Only	Specialized reports for client=BNR
Reports - Office Reports - GSRpts Screen Full Con	Specialized reports for client=BNR
Reports - Office Reports - GSRpts Screen View Only	Specialized reports for client=BNR
Reports - Office Reports - HawaiiRpts Full Control	Specialized reports for client=VHR
Reports - Office Reports - HawaiiRpts View Only	Specialized reports for client=VHR
Reports - Office Reports - VHRpts Screen Full Con	Specialized reports for client=VHR
Reports - Office Reports - VHRpts Screen View Only	Specialized reports for client=VHR
Reports - Recall Reports Screen Full Control	Ability to generate specified recall-related reports (i.e., recall due)
Reports - Recall Reports Screen View Only	Ability to see the list and criteria for the Recall Reports category.The user cannot preview or print any reports.
Reports - Referral Reports Screen Full Control	Ability to generate specified referral-related reports
Reports - Referral Reports Screen View Only	Ability to see the list and criteria for the Referral Reports category.The user cannot preview or print any reports.
Reports - Security Reports Full Control	Ability to run the reports in the Security category
Reports - Statements Screen Full Control	Ability to generate specified responsible party statements for overdue accounts
Reports - Statements Screen View Only	Ability to see the list and criteria for the Statements category.The user cannot preview or create any statements.
Reports - Treatment PlanReports Screen View Only	Ability to see the list and criteria for the Treatment Plan category.The user cannot preview or print any reports.
Reports - Treatment Plan Reports Screen Full Control	Ability to generate specified treatment plan-related reports
Reports - Utility Reports Full Control	Ability to generate the Utility reports.
Reports - Utility Reports View Only	Ability to see the list and criteria for the Utility category.The user cannot preview or print any reports.
Setup - Account Screen Full Control	Ability to edit the setup of corporate account information
Setup - Account Screen View Only	Ability to only view the setup of corporate account information – is not able to edit information
Setup - Appointment Type Screen Full Control	Ability to add, edit, or delete appointment types
Setup - Appointment Type Screen View	Ability to view the appointment types, but not add, edit, or delete them
Setup - CDT to CPT Cross Coder Screen Full Control	Ability to enter and edit the setup of CDT-CPT Cross coding information for medical claims
Setup - CDT to CPT Cross Coder Screen View Only	Ability to only view the setup of CDT-CPT Cross coding information for medical claims – is not able to edit information
Setup - CPT to ICD Cross Coder Screen Full Control	Ability to enter and edit the setup of CPT-ICD Cross coding information for medical claims
Setup - CPT to ICD Cross Coder Screen View Only	Ability to only view the setup of CPT-ICD Cross coding information for medical claims – is not able to edit information
Setup - Close Out Full Control	Ability to lock office’s data, to prevent alterations of data prior to indicated close out date
Setup - Close Out View Only	Ability to view close out functions – is not able to edit information
Setup - Collection Agencies Screen Full Control	Ability to enter, edit, delete the setup of collection agencies used for collection of overdue accounts
Setup - Collection Agencies Screen View Only	Ability to only view the setup of collection agencies used for collection of overdue accounts – is not able to edit information
Setup - Conditions Screen Full Control	Ability to add, edit, or delete conditions
Setup - Conditions Screen View Only	Ability to view the conditions, but not add, edit, or delete them
Setup - Document Categories Screen Full Control	Ability to add, edit, or delete document categories
Setup - Document Categories Screen View Only	Ability to view the document categories, but not add, edit, or delete them.
Setup - Explosion Codes Screen Full Control	Ability to add, edit, delete the setup of explosion codes
Setup - Explosion Codes Screen View Only	Ability to add, edit, delete the setup of explosion codes – is not able to edit information
Setup - Fee Schedules Screen Full Control	Ability to enter, edit, delete the setup of fee schedules
Setup - Fee Schedules Screen View Only	Ability to only view the setup of fee schedules – is not able to edit information
Setup - Filter Screen Full Control	Ability to setup and update filters that are being used on the Tooth Chart module.Users also may add, edit, and delete, and run the report.
Setup - Filter Screen View Only	Users may view the filter setup window, but may not add, edit, or delete filters, nor run the report.
Setup - Function Links Screen Full Control	Ability to add, edit, or delete Function Links.
Setup - Function Links Screen View Only	Ability to view the function links, but not add, edit, or delete them
Setup - ICD Codes Screen Full Control	Ability to enter and edit the setup of ICD medical codes
Setup - ICD Codes Screen View Only	Ability to only view the setup of ICD medical codes – is not able to edit information
Setup - Insurance Custom Coverage Screen Full Control	Ability to enter, edit the setup of office’s customized categories and percentages for usage in insurance plans
Setup - Insurance Custom Coverage Screen View Only	Ability to only view the setup of office’s customized categories and percentages for usage in insurance plans – is not able to edit information
Setup - Insurance Dental Carriers Screen Full Control	Ability to enter, edit, delete the setup of dental insurance carriers for usage in insurance plans
Setup - Insurance Dental Carriers Screen View Only	Ability to only view the setup of dental insurance carriers for usage in insurance plans – is not able to edit information
Setup - Insurance Employers Screen Full Control	Ability to enter, edit, delete the setup of employers for usage in insurance plans
Setup - Insurance Employers Screen View Only	Ability to only view the setup of employers for usage in insurance plans – is not able to edit information
Setup - Insurance Medical Carriers Screen Full Control	Ability to enter, edit, delete the setup of medical insurance carriers for usage in insurance plans
Setup - Insurance Medical Carriers Screen View Only	Ability to only view the setup of medical insurance carriers for usage in insurance plans – is not able to edit information
Setup - Insurance Plans Screen Full Control	Ability to enter, edit, delete the setup of insurance plans for usage in patient records
Setup - Insurance Plans Screen View Only	Ability to only view the setup of insurance plans for usage in patient records – is not able to edit information
Setup - Labs Screen Full Control	Ability to enter, edit, delete the setup of lab addresses and phone numbers
Setup - Labs Screen View Only	Ability to only view the setup of lab addresses and phone numbers – is not able to edit information
Setup - Medical Alert Setup Full Control	Ability to enter, edit, delete the setup of medical history screens (i.e., medical alerts, dental questionnaire, medical questionnaire)
Setup - Medical Alert Setup View Only	Ability to only view the setup of medical history screens (i.e., medical alerts, dental questionnaire, medical questionnaire) – is not able to edit information
Setup - Misc. Screen Full Control	Ability to enter, edit, delete the setup of various program features (i.e., default insurance plan coverage categories, document types, notes macro categories, patient types, insurance plan reporting types and subtypes, referral types, responsible party types, scheduler production types)
Setup - Misc. Screen View Only	Ability to only view the setup of various program features (i.e., default insurance plan coverage categories, document types, notes macro categories, patient types, insurance plan reporting types and subtypes, referral types, responsible party types, scheduler production types) – is not able to edit information
Setup - Modifier Codes Screen Full Control	Ability to enter and edit the setup of Modifier Codes use for medical claims
Setup - Modifier Codes Screen View Only	Ability to only view the setup of Modifier Codes use for medical claims – is not able to edit information
Setup - Office Groups Screen Full Control	Ability to enter, edit, and delete the setup of office groups to classify individual office locations (i.e., state, area, regional)
Setup - Office Groups Screen View Only	Ability to only view the setup of office groups to classify individual office locations (i.e., state, area, regional) – is not able to edit information
Setup - Office Screen Full Control	Ability to enter, edit, and delete the setup of individual office locations
Setup - Office Screen View Only	Ability to only view the setup of individual office locations – is not able to edit information
Setup - Palette List Screen Full Control	Ability to add, edit, or delete palettes
Setup - Palette List Screen View Only	Ability to view the palettes, but not add, edit, or delete them
Setup - Payment Types Screen Full Control	Ability to enter, edit, and delete the setup of payment and adjustment types
Setup - Payment Types Screen View Only	Ability to only view the setup of payment and adjustment types – is not able to edit information
Setup - Place of Service Codes Screen Full Control	Ability to enter, edit, and delete the setup of place of service codes used in dental and medical claims
Setup - Place of Service Codes Screen View Only	Ability to the setup of place of service codes used in dental and medical claims – is not able to edit information
Setup - Prescriptions Screen Full Control	Ability to enter, edit, and delete the setup of prescriptions
Setup - Prescriptions Screen View Only	Ability to only view the setup of prescriptions – is not able to edit information
Setup - Procedure Codes Screen Full Control	Ability to enter, edit, and delete the setup of ADA procedure codes, and non-ADA Z codes
Setup - Procedure Codes Screen View Only	Ability to view the setup of ADA procedure codes, and non-ADA Z codes – is not able to edit information
Setup - Provider Screen Full Control	Ability to enter, edit, and delete the setup of treating dentist and hygienist providers
Setup - Provider Screen View Only	Ability to only view the setup of treating dentist and hygienist providers – is not able to edit information
Setup - Reason Code Set Full Control	Ability to add, edit, or delete reason code sets
Setup - Reason Code Set View Only	Ability to view the set of reason codes, but not add, edit, or delete them
Setup - Referral Demographics Screen Full Control	Ability to enter, edit, and delete the setup of demographics used in referral source records (i.e., alma mater, favorite sport, favorite, restaurant)
Setup - Referral Demographics Screen View Only	Ability to only view the setup of demographics used in referral source records (i.e., alma mater, favorite sport, favorite, restaurant) – is not able to edit information
Setup - Referrals Screen Full Control	Ability to enter, edit, and delete the setup of referral source records (i.e., specialty providers, health fairs, health clinics)
Setup - Referrals Screen View Only	Ability to only view the setup of referral source records (i.e., specialty providers, health fairs, health clinics) – is not able to edit information
Setup - Scheduler Views Screen Full Control	Ability to enter, edit, and delete the setup of specialized user views of the scheduler screen for a specific pre-designed user view (i.e., All Operatories; Hygienists; Drs & Hygienists; Drs only)
Setup - Scheduler Views Screen View Only	Ability to only view the setup of specialized user views of the scheduler screen for a specific pre-designed user view (i.e., All Operatories; Hygienists; Drs & Hygienists; Drs only) – is not able to edit information
Setup - Security Groups Screen Full Control	Ability to enter, edit, and delete the setup of security groups to which users are assigned (i.e., office manager, billing, insurance, clerical, clinical)
Setup - Security Groups Screen View Only	Ability to only view the setup of security groups to which users are assigned (i.e., office manager, billing, insurance, clerical, clinical) – is not able to edit information
Setup - Security User Per Office Screen Full Control	Ability to enter, edit, and delete the setup of user restrictions, specified by office location (i.e., hours, days, security group membership)
Setup - Security User Per Office Screen View Only	Ability to only view the setup of user restrictions, specified by office location (i.e., hours, days, security group membership) – is not able to edit information
Setup - Security Users Screen Full Control	Ability to enter, edit, and delete the setup of users who are allowed to access QSIDW
Setup - Security Users Screen View Only	Ability to only view the setup of users who are allowed to access QSIDW – is not able to edit information
Setup - Service Type Screen Full Control	Ability to add, edit, or delete service types
Setup - Service Type Screen View Only	Ability to view the service types, but not add, edit, or delete them
Setup - Smart Notes Screen Full Control	Ability to add, edit, or delete notes, including SmartNotes
Setup - Smart Notes Screen View Only	Ability to view the details of notes, but not add, edit, or delete them.
Setup - Toolbar Buttons Screen Full Control	Ability to add, edit, or delete custom toolbar buttons
Setup - Toolbar Buttons Screen View Only	Ability to view any custom toolbar buttons, but not add, edit, or delete them
Setup - Toolbars Screen Full Control	Ability to add, edit, or delete toolbars
Setup - Toolbars Screen View Only	Ability to view toolbars, but not add, edit, or delete them
Setup - Tooth Chart Colors Screen Full Control	Ability to edit tooth chart colors
Setup - Tooth Chart Colors Screen View Only	Ability to view tooth chart colors, but not change them
Setup - Treatment Plan Groups Screen Full Control	Ability to add, edit, or delete treatment plan groups
Setup - Treatment Plan Groups Screen View Only	Ability to view, but not add, edit, or delete treatment plan groups
Setup - Type of Service Codes Screen Full Control	Ability to enter, edit, and delete services codes used in medical claims
Setup - Type of Service Codes Screen View Only	Ability to only view services codes used in medical claims, but not add, edit, or delete them
Tooth Chart - Add Chart Items	Ability to add service items to the chart
Tooth Chart - Add Clinical Notes	Ability to add SmartNotes, General and Context notes to the patient's chart
Tooth Chart - Chart items View Only	Ability to view the contents of the chart module, but not add, edit, or delete items
Tooth Chart - Clinical Notes Full Control	Ability to add, edit, or delete SmartNotes, General and Context notes to the patient's chart (edits and deletions within the chart lock period)
Tooth Chart - Clinical Notes View Only	Ability to view notes in the patient chart, but not add, edit, or delete them.
Tooth Chart - Delete Chart Items	Ability to delete items from the chart (within the chart lock period)
Tooth Chart - Delete Clinical Notes	Ability to delete clinical notes from the chart (within the chart lock period)
Tooth Chart - Delete Completed Chart Items	Ability to delete completed clinical items from the chart (within the chart lock period)
Tooth Chart - Edit Chart Items	Ability to edit chart items (within the chart lock period)
Tooth Chart - Edit Clinical Notes	Ability to edit clinical notes in the chart (within the chart lock period)
Tooth Chart - Tooth Chart Full Control	Ability to add, edit, and delete items (within the chart lock period)
Transaction - Unallocated - Full Control	Ability to work with unallocated payments in the Transaction Entry module
Transactions - Add Procedure	Ability to add a procedure to a patient’s financial record
Transactions - Add Treatment Plan	Ability to add a procedure to a patient’s treatment plan
Transactions - Add/Post Adjustments	Ability to enter financial adjustments to a patient’s ledger
Transactions - Add/Post Batch Insurance Payments	Ability to enter and post financial reimbursement of insurance payments for multiple patients
Transactions - Add/Post Batch Patient Payments	Ability to enter and post financial reimbursement of patient/responsible party payments for multiple patients
Transactions - Add/Post Capitation Payments	Ability to enter and post financial reimbursement of insurance payments for capitation plans
Transactions - Add/Post Insurance Payments	Ability to enter and post financial reimbursement of insurance payments for an individual patient
Transactions - Add/Post Patient Payments	Ability to enter and post financial reimbursement of patient/responsible party payments for an individual patient
Transactions - Batch Insurance 835 Full Control	Ability to add, edit, match, or modify entries in the 835 Payments module
Transactions - Batch Insurance Payment 835 Full Control	Ability to add, edit, match, or modify entries in the 835 Payments module
Transactions - Batch Insurance Payment 835 View Only	Ability to view payments in the 835 Payment module, but not add, edit, match, or delete them
Transactions - Batch Insurance Payment Current Date Posting	Ability to post batch insurance payments using only the current date
Transactions - Batch Insurance Payments View Only	Ability to only view financial reimbursement of insurance payments for multiple patients
Transactions - Batch Patient Payment Current Date Posting Only	Ability to post batch patient payments using only the current date
Transactions - Batch Patient Payments View Only	Ability to only view financial reimbursement of patient/responsible party payments for multiple patients
Transactions - Change/Update Insurance Payments	Ability to edit insurance payments that are posted to a patient’s record
Transactions - Change/Update Patient Payments	Ability to edit payments received from a patient/responsible party that are posted to a patient’s record
Transactions - Change/Update Procedure Insurance Benefits	Ability to edit the estimated insurance portion of a procedure that is posted to a patient’s ledger
Transactions - Change/Update Procedure Insurance Benefits in Treatment Plan	Ability to edit the estimated insurance portion of a procedure that is entered to a patient’s treatment plan
Transactions - Change/Update Treatment Plan Status or IDs	Ability to change the status (Diagnosed, Accepted, Hold, Unaccepted) in a patient’s treatment plan – Ability to change the numbers of a patient’s treatment plan ID, phase ID, or order ID
Transactions - Delete Cash Payments	Ability to delete cash payments that are posted to a patient’s record
Transactions - Delete Insurance Claims	Ability to delete insurance claims on a patient’s record
Transactions - Delete Insurance Payments	Ability to delete insurance payments on a patient’s ledger
Transactions - Delete Patient Payments	Ability to delete patient/responsible party payments on a patient’s ledger
Transactions - Delete Pre-Authorizations	Ability to delete pre-authorization claims on a patient’s record
Transactions - Delete Procedure	Ability to delete a procedure that is charged to a patient’s ledger
Transactions - Delete Treatment Plan	Ability to delete a patient’s treatment plan
Transactions - Edit Fee	Ability to edit the fee of a procedure that is charged to a patient’s ledger
Transactions - Generate Pre-Authorizations Full Control	Ability to initiate a pre-authorization claim from a patient’s treatment plan
Transactions - Insurance Claims Details Full Control	Ability to enter and post financial reimbursement of insurance payments for an individual patient
Transactions - Insurance Claims Details View Only	Ability to view only parameters to post financial reimbursement of insurance payments for an individual patient – is not able to enter insurance payments
Transactions - Insurance Payment Current Date Posting Only	Ability to post a single insurance payment for today's date only
Transactions - Patient Ledger Screen Full Control	Ability to add, edit, or delete information from the patient's ledger
Transactions - Patient Ledger View Only	Ability to only view a patient’s ledger – is not able to edit information
Transactions - Post Treatment Plan To Ledger	Ability to charge a procedure to a patient’s ledger from the patient’s treatment plan
Transactions - Pre-Authorizations Detail View Only	Ability to only view information that will be included on a pre-authorization insurance claim – is not able to enter information
Transactions - Pre-Authorizations List Full Control	Ability to edit a patient’s pre-authorization claim list
Transactions - Pre-Authorizations List View Only	Ability to view only a patient’s pre-authorization claim list
Transactions - Transaction Entry Current Date Posting Only	Ability to enter information in the Transaction Entry module using today's date only
Transactions - Transaction Entry Screen Full Control	Ability to add, edit, and delete a financial entry on the transaction entry screen (procedure, payment, adjustment)
Transactions - Transaction Entry View Only	Ability to only view a financial entry on the transaction entry screen (procedure, payment, adjustment) – is not able to edit information
Transactions - Treatment Plan Discount	Ability to indicate on a treatment plan that a procedure should receive a discount when posted to the patient’s ledger
Transactions - Treatment Plan Re-Estimate	Ability to re-estimate the insurance and patient portions on a patient’s treatment plan
Transactions - Treatment Plan Screen Full Control	Ability to enter, edit, and delete procedures on a patient’s treatment plan
Transactions - Treatment Plan View Only	Ability to only view procedures that are entered on a patient’s treatment plan
Transactions - Update or Change Procedure	Ability to edit a financial entry on a patient’s ledger (procedure, payment, adjustment)
Utilities - Advanced Utilities Full Control	QSIDW has disabled this right
Utilities - Batch Claim Processing Screen Full Control	Ability to generate, print, and transmit insurance claims that have not already been generated out of QSIDW
Utilities - Batch Claim Processing Screen View Only	Ability to only view insurance claims that have not already been generated out of QSIDW
Utilities - Batch Eligibility Full Control	Ability to generate the confirmation icons that a patient’s insurance plan has current coverage; generates an eligibility coverage check for appointments in a date range (NOTE: the eligibility check does not confirm the amount of coverage benefit)
Utilities - Batch Eligibility View Only	Ability to view the parameters for generation of the confirmation icons that a patient’s insurance plan has current coverage; generates an eligibility coverage check for appointments in a date range (NOTE: the eligibility check does not confirm the amount of coverage benefit) – is not able to edit information
Utilities - Copy Letters Full Control	Ability to copy letters from one master office location to all office locations
Utilities - Copy Letters View Control	Ability to only view the parameters to copy letters from one master office location to all office locations – is not able to edit information
Utilities - Direct Claims Full Control	Specialized reports for client=Universal, Access
Utilities - Direct Claims View Only	Specialized reports for client=Universal, Access
Utilities - DldFeeScheXls Download Full Control	Ability to download fee schedules to the Excel template
Utilities - DldFeeScheXls Download View Only	Ability to open the screen for fee schedule downloads, but not perform the download
Utilities - Download837 - Full Control	Specialized reports for client=Universal, Access
Utilities - Download837 - View Only	Specialized reports for client=Universal, Access
Utilities - Eclaims Management Screen Full Control	Ability to access the direct bridge to QUIC from QSIDW
Utilities - Encounter Download Full Control	Specialized reports for client=Universal, Access
Utilities - Encounter Download View Only	Specialized reports for client=Universal, Access
Utilities - EncounterDownload - Full Control	Specialized reports for client=Universal, Access
Utilities - EncounterDownload - View Only	Specialized reports for client=Universal, Access
Utilities - Office Specific - DHA - CloseMgCare FC	Full ability to run specialized report for client DHA
Utilities - Office Specific - DHA - CloseMgCare VO	View the specialized report for client DHA
Utilities - Office Specific - DHA - ReEstAllTxp FC	Full ability to run specialized report for client DHA
Utilities - Office Specific - DHA - ReEstAllTxp VO	View the specialized report for client DHA
Utilities - Post Ortho Payment Plan Charges View Only	Ability to only view patient periodic billing amounts and insurance periodic billing amounts for patients who have active in-office orthodontic payment plans – is not able to post periodic billing amounts to a patient’s ledger
Utilities - Post Patient Ortho Payment Plan Charges Full Control	Ability to post patient periodic billing amounts and post insurance periodic billing amounts for patients who have active in-office orthodontic payment plans
Utilities - Post Regular Payment Plan Charges	Ability to post periodic billing amounts for patients who have active in-office regular payment plans
Utilities - Post Regular Payment Plan Charges View Only	Ability to only view periodic billing amounts for patients who have active in-office regular payment plans – is not able to post periodic billing amounts to a patient’s ledger
Utilities - QSIDental Web Download Full Control	Ability to perform the QSIDental Web data download for backup
Utilities - QSIDental Web Download View Only	Ability to view the QSIDental Web data download screen, but not perform the download
Utilities - Replace Carriers Full Control	Ability to assign a different carrier for an existing carrier on insurance plans
Utilities - Replace Carriers View Only	Ability to only view the parameters to assign a different carrier for an existing carrier on insurance plans – is not able to replace plan carriers
Utilities - Replace Insurance Plans Full Control	Ability to re-assign all patients on one insurance plan to a different insurance plan
Utilities - Replace Insurance Plans View Only	Ability to only view the parameters to re-assign all patients on one insurance plan to a different insurance plan – is not able to re-assign insurance plans
Utilities - Replace Procedure Code Full Control	Ability to change the procedure code from the old procedure code to the new procedure code
Utilities - Replace Procedure Code View Only	Ability to only view the parameters to change the procedure code from the old procedure code to the new procedure code – is not able to change procedure codes
Utilities - Scan EOB Full Control	Ability to Scan EOB statements and match them to entries
Utilities - Scan EOB View only	Ability to see scanned EOB statements and matches, but not perform any scanning or matching tasks
Utilities - TaskScheduler Full Control	When the Task Scheduler is enabled for the practice, user has the ability to add, edit, and delete tasks, or run reports within the Task Scheduler
Utilities - Task Scheduler View Only	When the Task Scheduler is enabled for the practice, user has the ability to view scheduled tasks within the Task Scheduler, but not add, edit, or delete tasks, or run reports
Utilities - Time Clock Editor Full Control	Ability to add, edit, or delete time entries, or run reports in the Time Clock module
Utilities - Time Clock Full Control	Ability to start and stop the timer functions
Utilities - Tickler View only	Ability to view items in the Tickler, but not add, edit, send, or delete them
Utilities - Tickler Full Control	Ability to add, edit, send, or delete items in the Tickler

Security Group Setup Window

The Group Setup window allows an administrator to create, edit, or delete security groups or modify the rights of a group.

The left side lists the offices within the enterprise on the left side while the specific security rights of the selected group are listed on the right side.

Clicking the + icon beside an office allows you to view a list of the security groups available within that office. The top option, labeled, All Offices, lists the security groups that apply to all offices within the enterprise. The list for an individual office will include both enterprise security groups and those created by that office.

Create a Security Group

The primary task in creating a group is to assign the specific rights to that group. The desired rights must be selected from the list of Available Rights on the left and moved to the list of Assigned Rights on the right side.

To create a Security Group:

Select the office where the group will apply. To create a group that applies to all offices, click the All Offices icon.
Click the Add New Group button at the bottom of the screen.
Type a name for the group. If each office will have distinct groups, QSIDental suggests incorporating the office name or abbreviation into the group’s name.
Select the criteria on the left side that is appropriate for the group. Hold down the CTRL button on the keyboard to select multiple rights at once.
Click the right pointing arrow to assign the criteria to the group –shown on the right side.
Be careful not to use the double arrow which will move ALL the rights to the right or left regardless of progress.
Click the Save button when complete.

Note: Do not use the Save with Full Access button.

Edit a Security Group

It may become necessary to adjust the security groups’ permissions after they are already established. Changes to a security group apply to all users in that group and are effective from the moment the change is saved onward. Editing a security group within one office will not change the security group within other offices. However, editing a security group in the All Offices category does change the group for all the offices that use it.

To edit a Security Group:

Select the desired group within the desired office. To adjust the security group for all offices at once, select the Group under the All Offices heading.
Click the Edit button.
Select the criteria on one side – right side for available rights, left side for current rights. Hold down the CTRL button on the keyboard to select multiple rights at once.
Click the left or right pointing arrow to assign or remove the criteria for the group. Be careful not to use the double arrow which will move ALL the rights to the right or left regardless of progress.
Click the Save button when complete.

Copy Holidays

On the Copy Holidays screen, an administrator can copy holidays from one office to another. This function is useful for updating the holiday dates that are common among all offices.

To copy holidays from one office to another:

From the Utilities menu, select Copy Holidays.

The Copy Holidays screen displays.
From the Copy Holidays from Office dropdown, select the office from which you wish to copy holidays.
From the Copy Holidays Start Date and Copy Holidays End Date dropdowns, select the date range that includes the holidays you wish to copy.
The Holidays or Exceptions area at the bottom of the screen updates to display the holidays that will be included in the copy.
Note: If you would like to delete the target office's holidays and replace them with the copied holidays, select the check box.
Select the offices to which the holidays will be copied by using the arrow buttons to move them from the Available Offices list to the Assigned Offices list.
Click Save.
The selected holidays are copied to the offices to the Assigned Offices list.