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 window

Appointments - Daily View by Provider - Full Control

Ability to show the daily view of the scheduler window for a specific provider

Appointments - Daily View by User View - Full Control

Ability to show the daily view of the scheduler window 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 window

Appointments - Weekly View by Provider - Full Control

Ability to show the weekly view of the scheduler window for a specific provider

Appointments - Weekly View by User View - Full Control

Ability to show the weekly view of the scheduler window for a specific pre-designed user view (i.e., All Operatories; Hygienists; Drs & Hygienists; Drs only)

Clinical - Meaningful Use Full Control

When the Meaningful Use module is enabled for the practice, user has the ability to enter details in the Meaningful Use module

Clinical - Meaningful Use View Only

When the Meaningful Use module is enabled for the practice, user has the ability to view details already present in the Meaningful Use module.  User may not make any updates or enter any information.

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 Window 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 Window 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 Window 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 Window 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 Window Full Control

Ability to edit data on patient information window

Patient - Patient Information View Only

Ability to only view data on patient information window – is not able to enter information

Patient - Patient Overview Window 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 Window 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 Window 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 Window 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 Window Full Control

Ability to edit date on responsible party window

Patient - Responsible Party Information View Only

Ability to only view date on responsible party window – 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 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 Window Full Control

Ability to generate the Service Type List Report (Setup -> Service Types: Report button)

Reports - List - SmartNotes List Window Full Control

Ability to generate the Notes Report (Setup -> Charting -> Notes: Report button)

Reports - Appointment Reports Window Full Control

Ability to generate specified appointment-related reports (i.e., routing slips)

Reports - Appointment Reports Window 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 Window Full Control

Ability to generate a blank insurance form

Reports - Blank Insurance Form Window 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 Window 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 Window View Only

Ability to only view listing of postcard templates – is not able to add, edit, or delete postcard templates

Reports - Daily Reports Window Full Control

Ability to generate specified daily reports (i.e., daily journal)

Reports - Daily Reports Window View Only

Ability to only view specified daily reports (i.e., daily journal) – is not able to generate report

Reports - DHA Reports Window Full Control

Specialized reports for client=DHA

Reports - DHA Reports Window 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 Window Full Control

Ability to run the reports within the Insurance category in Group reports

Reports - Group Reports Ins Window 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 Window Full Control

Ability to run the reports within the Other category in Group reports

Reports - Group Reports Other Window 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 Window Full Control

Ability to generate specified reports for account enterprise

Reports - Group Reports Window 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 Window Full Control

Ability to generate specified insurance-related reports (i.e., outstanding claims)

Reports - Insurance Reports Window 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 Window Full Control

Ability to generate specified batch labels

Reports - Labels Window View Only

Ability to only view specified batch labels – is not able to generate labels

Reports - Ledger Reports Window Full Control

Ability to generate specified patient- or responsible party-specific ledger reports

Reports - Ledger Reports Window 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 Window Full Control

Ability to generate specified batch letters

Reports - Letters Window View Only

Ability to only view specified batch letters – is not able to generate letters

Reports - List - Palette List Window Full Control

Ability to generate the Palette report (Setup -> Charting -> Palettes: Report button)

Reports - List - Palette List Window 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 Window Full Co

Ability to see and generate the list and criteria for the Service Type list reports. 

Reports - List - Service Type List Window 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 Window Full Con

Ability to see and generate the list and criteria for the SmartNotes List report

Reports - List - SmartNotes List Window 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 Window Full Control

Ability to generate specified insurance employer-related reports

Reports - Lists - Employer List Window 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 Window Full Control

Ability to generate specified reports related to the account’s office locations

Reports - Lists - Office List Window 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 Window Full Control

Ability to generate specified reports related to the account’s patient database

Reports - Lists - Patient List Window 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 Window Full Control

Ability to generate specified reports related to the account’s prescription records

Reports - Lists - Prescription List Window 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 Window Full Control

Ability to generate specified reports related to the account’s procedure codes and fee schedules

Reports - Lists - Procedure/Fee List Window 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 Window Full Control

Ability to generate specified reports related to the account’s treatment providers

Reports - Lists - Provider List Window 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 Window Full Control

Ability to generate specified reports related to the account’s responsible party database

Reports - Lists - Responsible Party List Window 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 Window Full Control

Ability to generate specified management reports (i.e., aging)

Reports - Management Reports Window 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 Window Full Con

Specialized reports for client=ADR

Reports - Office Reports - ADRpts Window View Only

Specialized reports for client=ADR

Reports - Office Reports - BNRpts Window Full Cont

Specialized reports for client=BNR

Reports - Office Reports - BNRpts Window View Only

Specialized reports for client=BNR

Reports - Office Reports - GSRpts Window Full Con

Specialized reports for client=BNR

Reports - Office Reports - GSRpts Window 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 Window Full Con

Specialized reports for client=VHR

Reports - Office Reports - VHRpts Window View Only

Specialized reports for client=VHR

Reports - Recall Reports Window Full Control

Ability to generate specified recall-related reports (i.e., recall due)

Reports - Recall Reports Window 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 Window Full Control

Ability to generate specified referral-related reports

Reports - Referral Reports Window 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 Window Full Control

Ability to generate specified responsible party statements for overdue accounts

Reports - Statements Window View Only

Ability to see the list and criteria for the Statements category.  The user cannot preview or create any statements.

Reports - Treatment Plan  Reports Window 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 Window 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 Window Full Control

Ability to edit the setup of corporate account information

Setup - Account Window View Only

Ability to only view the setup of corporate account information – is not able to edit information

Setup - Appointment Type Window Full Control

Ability to add, edit, or delete appointment types

Setup - Appointment Type Window View

Ability to view the appointment types, but not add, edit, or delete them

Setup - CDT to CPT Cross Coder Window Full Control

Ability to enter and edit the setup of CDT-CPT Cross coding information for medical claims

Setup - CDT to CPT Cross Coder Window 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 Window Full Control

Ability to enter and edit the setup of CPT-ICD Cross coding information for medical claims

Setup - CPT to ICD Cross Coder Window 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 Window Full Control

Ability to enter, edit, delete the setup of collection agencies used for collection of overdue accounts

Setup - Collection Agencies Window 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 Window Full Control

Ability to add, edit, or delete conditions

Setup - Conditions Window View Only

Ability to view the conditions, but not add, edit, or delete them

Setup - Document Categories Window Full Control

Ability to add, edit, or delete document categories

Setup - Document Categories Window View Only

Ability to view the document categories, but not add, edit, or delete them.

Setup - Explosion Codes Window Full Control

Ability to add, edit, delete the setup of explosion codes

Setup - Explosion Codes Window View Only

Ability to add, edit, delete the setup of explosion codes – is not able to edit information

Setup - Fee Schedules Window Full Control

Ability to enter, edit, delete the setup of fee schedules

Setup - Fee Schedules Window View Only

Ability to only view the setup of fee schedules – is not able to edit information

Setup - Filter Window 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 Window View Only

Users may view the filter setup window, but may not add, edit, or delete filters, nor run the report.

Setup - Function Links Window Full Control

Ability to add, edit, or delete Function Links.

Setup - Function Links Window View Only

Ability to view the function links, but not add, edit, or delete them

Setup - ICD Codes Window Full Control

Ability to enter and edit the setup of ICD medical codes

Setup - ICD Codes Window View Only

Ability to only view the setup of ICD medical codes – is not able to edit information

Setup - Insurance Custom Coverage Window Full Control

Ability to enter, edit the setup of office’s customized categories and percentages for usage in insurance plans

Setup - Insurance Custom Coverage Window 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 Window Full Control

Ability to enter, edit, delete the setup of dental insurance carriers for usage in insurance plans

Setup - Insurance Dental Carriers Window 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 Window Full Control

Ability to enter, edit, delete the setup of employers for usage in insurance plans

Setup - Insurance Employers Window 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 Window Full Control

Ability to enter, edit, delete the setup of medical insurance carriers for usage in insurance plans

Setup - Insurance Medical Carriers Window 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 Window Full Control

Ability to enter, edit, delete the setup of insurance plans for usage in patient records

Setup - Insurance Plans Window View Only

Ability to only view the setup of insurance plans for usage in patient records – is not able to edit information

Setup - Labs Window Full Control

Ability to enter, edit, delete the setup of lab addresses and phone numbers

Setup - Labs Window 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 windows (i.e., medical alerts, dental questionnaire, medical questionnaire)

Setup - Medical Alert Setup View Only

Ability to only view the setup of medical history windows (i.e., medical alerts, dental questionnaire, medical questionnaire) – is not able to edit information

Setup - Misc. Window 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. Window 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 Window Full Control

Ability to enter and edit the setup of Modifier Codes use for medical claims

Setup - Modifier Codes Window View Only

Ability to only view the setup of Modifier Codes use for medical claims – is not able to edit information

Setup - Office Groups Window 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 Window 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 Window Full Control

Ability to enter, edit, and delete the setup of individual office locations

Setup - Office Window View Only

Ability to only view the setup of individual office locations – is not able to edit information

Setup - Palette List Window Full Control

Ability to add, edit, or delete palettes

Setup - Palette List Window View Only

Ability to view the palettes, but not add, edit, or delete them

Setup - Payment Types Window Full Control

Ability to enter, edit, and delete the setup of payment and adjustment types

Setup - Payment Types Window View Only

Ability to only view the setup of payment and adjustment types – is not able to edit information

Setup - Place of Service Codes Window 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 Window 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 Window Full Control

Ability to enter, edit, and delete the setup of prescriptions

Setup - Prescriptions Window View Only

Ability to only view the setup of prescriptions – is not able to edit information

Setup - Procedure Codes Window Full Control

Ability to enter, edit, and delete the setup of ADA procedure codes, and non-ADA Z codes

Setup - Procedure Codes Window View Only

Ability to view the setup of ADA procedure codes, and non-ADA Z codes – is not able to edit information

Setup - Provider Window Full Control

Ability to enter, edit, and delete the setup of treating dentist and hygienist providers

Setup - Provider Window 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 Window 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 Window 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 Window Full Control

Ability to enter, edit, and delete the setup of referral source records (i.e., specialty providers, health fairs, health clinics)

Setup - Referrals Window 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 Window Full Control

Ability to enter, edit, and delete the setup of specialized user views of the scheduler window for a specific pre-designed user view (i.e., All Operatories; Hygienists; Drs & Hygienists; Drs only)

Setup - Scheduler Views Window View Only

Ability to only view the setup of specialized user views of the scheduler window 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 Window 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 Window 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 Window 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 Window 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 Window Full Control

Ability to enter, edit, and delete the setup of users who are allowed to access QSIDW

Setup - Security Users Window 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 Window Full Control

Ability to add, edit, or delete service types

Setup - Service Type Window View Only

Ability to view the service types, but not add, edit, or delete them

Setup - Smart Notes Window Full Control

Ability to add, edit, or delete notes, including SmartNotes

Setup - Smart Notes Window View Only

Ability to view the details of notes, but not add, edit, or delete them.

Setup - Toolbar Buttons Window Full Control

Ability to add, edit, or delete custom toolbar buttons

Setup - Toolbar Buttons Window View Only

Ability to view any custom toolbar buttons, but not add, edit, or delete them

Setup - Toolbars Window Full Control

Ability to add, edit, or delete toolbars

Setup - Toolbars Window View Only

Ability to view toolbars, but not add, edit, or delete them

Setup - Tooth Chart Colors Window Full Control

Ability to edit tooth chart colors

Setup - Tooth Chart Colors Window View Only

Ability to view tooth chart colors, but not change them

Setup - Treatment Plan Groups Window Full Control

Ability to add, edit, or delete treatment plan groups

Setup - Treatment Plan Groups Window View Only

Ability to view, but not add, edit, or delete treatment plan groups

Setup - Type of Service Codes Window Full Control

Ability to enter, edit, and delete services codes used in medical claims

Setup - Type of Service Codes Window 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 Window 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 Window Full Control

Ability to add, edit, and delete a financial entry on the transaction entry window (procedure, payment, adjustment)

Transactions - Transaction Entry View Only

Ability to only view a financial entry on the transaction entry window (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 Window 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 Window Full Control

Ability to generate, print, and transmit insurance claims that have not already been generated out of QSIDW

Utilities - Batch Claim Processing Window 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 window 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 Window 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 window, 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