Set up security gro...
 

Set up security groups  

  RSS
Daniel Vernall
(@danielvernall)
Admin

Set up security groups

In Bridge-IT sensitive areas of data can have access limited. Access is provided/withheld for these areas by using security groups. 

To manage security groups:

Click Security in the left Navigation pane.

You will be presented with the Security Administration dialog.

The top-left panel displays the security groups that have been created (by default, only Administrator).

The top-right panel displays all of the possible tasks that members of a security group can be given access to.

To allow a group to perform a task, drag the task from the top-right "Tasks" panel and drop it on to the group.

Clicking the + symbol left of the security group expands the group, so you can see the tasks currently assigned to it.

Click Add Group below the top-left panel, to add a new security group.

You should create new security groups for each type of staff member that you have; limiting sensitive functions only to those who require the feature. 

An example set of security groups and some data they could be assigned:

  • Administrator - All Access
  • Accounts - Access to financial data
  • Dentists - Access to patient data, including NHS claims data
  • Reception - Access to the appointment diary and patient records
  • Management - Access to reporting and staff management functions

The bottom panel lists the practice staff members and displays their security group.

An empty security group would mean the staff member could not access any feature within Bridge-IT, so be sure to assign everyone a security group.

When you are finished amending your security groups, click Save and Close to finish.


Assign staff members to a security group:

Security groups are assigned in the Staff Members Editor.

Click Staff Members in the left Navigation pane.

Double-click on a staff member to edit their settings.

Switch to the Access tab.

Under Security Group Access, use the drop-down to select the Security Group from the list you created earlier.

The next time this staff member logs in they will have access to the functions provided to the security group you selected.

This topic was modified 2 months ago 5 times by Daniel Vernall
Quote
Posted : 24/09/2019 4:03 pm
Daniel Vernall
(@danielvernall)
Admin

Below is a breakdown of each Security Task, and their effects. 

Note: Certain Security Tasks are only useful when combined with others. For example, allowing the Block Future Appointments with Patient task is only useful if the security group also has access to the patient record (in order tick the box and use the feature)!

The security tasks have been grouped into "spoiler" sections to make finding specific ones easier. To view a task, expand a section and click on the task.

Spoiler
Practice
Spoiler
Change Practice Setup Defaults
Gives access to view/amend the Practice Setup. (File > Practice Setup.)
Spoiler
Appointment Diary
Spoiler
Access/View Appointment Diary
Can view the Appointment Diary and add patients to the waiting room.
Spoiler
Add Appointments to Diary
Can add appointments to the diary.
Spoiler
Edit Appointments in Diary
Can edit appointments in the diary.
Spoiler
Delete Appointments from Diary
Can delete appointments from the diary.
Spoiler
Manage Appointment Blocking
Can manage appointment blocking in the diary. (Appointment Diary [Menu Item] > Manage Appointment Blocking.)
Spoiler
Remove Blocks from Diary
Can remove an appointment blocking in the diary using Right Click > Remove Block.
Spoiler
Remove Patients from Waiting Room
Can remove patients from the virtual waiting room.
Spoiler
Create Daily Staff Schedule
Can print the day's appointment schedule. (Appointment Diary [Menu Item] > Print Appointment Schedule.)
Spoiler
Transfer Appointment Data
Can transfer appointment data from one provider to another one. This is used when a provider leaves the practice. (Appointment Diary [Menu Item] > Transfer Provider Data.)
Spoiler
Patients
Spoiler
Access/View Patient Database
Gives access to the Patient database.
Spoiler
Add a New Patient
Can add new patients to the Patient database.
Spoiler
Edit an Existing Patient
Can edit existing patients in the Patient database.
Spoiler
Delete a Patient
Can delete patients from the Patient database. (Note: Patients would not usually be deleted from the patient database; they would be made inactive. Only delete patients that have never been provided treatment.)
Spoiler
Patient Record
Spoiler
Access Patient Contact Details
Gives access to the Contact tab in a Patient Record.
Spoiler
Block Future Appointments with Patient
Adds the Block Future Appointments for this Patient tickbox, under Patient Care in the Patient tab of a patient record. (When ticked, Bridge-IT prevents attempts to book appointments for this patient. A message box is displayed reading: "Appointments for this patient have been blocked by an administrator. To make an appointment for this person please remove the block from the patient record.")
Spoiler
Delete Document Attachments
Can delete document attachments from the Documents tab in a patient record.
Spoiler
Charting
Spoiler
Edit Charted Treatments
Can edit (customise) charted treatments. (These changes are only applied to the treatment in this appointment. The default treatment is unchanged.)
Spoiler
Edit Charted Treatments Price
Can edit the pricing details in a charted treatment. (These changes are only applied to the treatment in this appointment. The default treatment is unchanged.)
Spoiler
Edit Charted Treatments Provider
Can change the Provider of any charted treatments.
Spoiler
Contacts
Spoiler
Access/View Contacts Database
Gives access to the Contacts database.
Spoiler
Add a New Contact
Can add new contacts to the Contacts database.
Spoiler
Edit an Existing Contact
Can edit existing contacts in the Contacts database.
Spoiler
Delete a Contact
Can delete contacts from the Contacts database.
Spoiler
Staff Members
Spoiler
Access/View Staff Database
Gives access to the Staff Members database.
Spoiler
Add a New Staff Member
Can add new staff members to the Staff Members database.
Spoiler
Edit an Existing Staff Member
Can edit existing staff members in the Staff Members database.
Spoiler
Delete a Staff Member
Can delete staff members from the Staff Members database.
Spoiler
Manage Staff Holidays
Allows this user to view requested holidays by all members of staff and approve/deny the requests.
Spoiler
Treatments
Spoiler
Access/View Treatments Database
Gives access to the Treatments Database.
Spoiler
Add a New Treatment
Can add new treatments to the Treatments database.
Spoiler
Edit an Existing Treatment
Can edit existing treatments in the Treatments database.
Spoiler
Delete a Treatment
Can delete treatments from the Treatments database.
Spoiler
Finances
Spoiler
Access Financial Database
Gives access to the Finances screen and it's subsections (Invoice Database, Payment Database etc.)
Spoiler
Add a New Invoice
Can charge for treatments and raise new invoices.
Spoiler
Edit an Existing Invoice
Can edit existing invoices.
Spoiler
Change Invoice/Payment Dates
Allows the user to select a different date when creating invoices/payments; this can be used to backdate or postdate the invoice/payment. (Note the date cannot be altered on Invoices/Payments that have already been created. If a mistake is made, the invoice/payment would need to be voided and a new one created)
Spoiler
Void an Invoice
Can void any invoices.
Spoiler
Void a Payment
Can void any payments.
Spoiler
Add a Financial Adjustment
Can use the Adjust Financial Account function. (Financial [Menu Item] > Adjust Financial Account. Note: This is not usually necessary and should be performed under supervision of a Software 4 Dentists representative.)
Spoiler
Add a New Payment
Can take payments.
Spoiler
Add a New Credit
Can apply credits to patient accounts.
Spoiler
Add a New Refund
Can apply refunds to patient accounts.
Spoiler
Manage Standing Orders
Can manage standing orders; including adding, editing and deleting them.
Spoiler
Process Standing Orders
Can process the current standing orders.
Spoiler
Manage Provider Earnings
Can view and manage provider earnings and payments.
Spoiler
Documents
Spoiler
Access Document Database
Gives access to the Documents screen and it's subsections (Document Database, Word Processor etc.)
Spoiler
Add a New Document
Can add new documents to the Documents database.
Spoiler
Edit an Existing Document
Can edit the name / which document is linked in the Documents database.
Spoiler
Delete a Document
Can delete documents from the Documents database.
Spoiler
Create Recall Letters
Can send out recall letters to patients.
Spoiler
Create Supplier Stock Orders
Can create supplier stock orders.
Spoiler
Create Appointment Reminders
Can send out appointment reminders to patients.
Spoiler
Reports
Spoiler
Access Report Definitions
Access to all reports available in the Report Manager.
Spoiler
Access Limited Report Definitions
Access to reports in the All Access section of the Report Manager.
Spoiler
Add a New Report Definition
Can add a new report definition to the Report Manager.
Spoiler
Edit an Existing Report Definition
Can edit the name / which report definition is linked in the Report Manager.
Spoiler
Delete a Report Definition
Can delete report definitions in the Report Manager.
Spoiler
Consent
Spoiler
Change Consent Question Configuration
Can configure consent questions and globally set consent status. (Consent [Menu Item] > Configure Consent Questions / Globally Set Consent Status.)
Spoiler
Override Consent Settings
Can override consent settings to allow mailshots to be sent regardless of consent received from patients. (Consent [Menu Item] > Override Consent Settings.)
Spoiler
NHS
Spoiler
Access NHS Claims List
Can access the NHS claims list to analyse and send off NHS claims.
Spoiler
Access NHS Administration
Can access the NHS Administration functions. (These functions are rarely needed and address issues with improperly received responses from the DPB.)
Spoiler
Dashboard
Spoiler
Access Practice Financial Data on Dashboard
Dashboard displays practice wide financial data in the Overview tab. (Eg. Income over the last Year/30 days/60 days etc.)
Spoiler
Access Personal Financial Data on Dashboard
Dashboard displays personal financial data for the logged in user in the My Financial tab.
Spoiler
Tools
Spoiler
Backup Application Database
Can perform database backups using the menu item: Tools > Database Administration > Backup Database.
Spoiler
Import External Data Files
Can import external data from other programs using the menu item: Tools > Database Administration > Import External Data.
Spoiler
Clear Record Locks
Can Clear Record Locks using the menu item: Tools > Database Non-Admin Functions > Clear Record Locks. (Practices that have applied the Lock Patient Record on Opening setting within Practice Setup, may run into the case where a record is open on a PC that has crashed, and therefore the record remains locked to other users. This function clears the record locks to allow access to the patient record.)
Spoiler
Restore Deleted Records
Can restore records that have been deleted (useful if you've deleted a record by mistake) using the menu item: Tools > Database Administration > Restore Deleted Records.
Spoiler
Manage Databases
Can manage which database(s) Bridge-IT connects to, using the menu item: Tools > Database Administration > Manage Databases.
Spoiler
Security
Spoiler
Change User Security Settings
Gives access to the Security Administration screen. Can add/edit/delete security groups.
Spoiler
Miscellaneous
Spoiler
Export Grid Data
Can export data from any of the database grids (eg. Patients, Treatments, Invoices etc.) into a file format such as Excel.
Spoiler
Change Program Categories
Gives access to the Category Management screen and all of the practice categories. Can add, edit and delete categories.
ReplyQuote
Posted : 24/09/2019 5:28 pm
Share: