ANDRE’S SECURITY PROFILES IN EAGLESOFT
Updated 5/21/2024
If you find that Crew Members in an area of the office need "Clearance" to or "Blockage" from some tasks in Eaglesoft, DO NOT change security under that one employees' profile but change the entire category of employees in that area's User Profile (List>Security Profiles).
OK, let me explain more... If you want EVERYONE on the Clinical Crew to be able to take payments. THAT by default is turned OFF in Eaglesoft. To turn that option on, in the past we went to the employee's security settings and added THAT option one person at a time creating a "Custom" security setting. STOP THAT! You can just update ALL Clinical Users to be able to take payments. Then when Sally makes a mistake (and you know she will). You can take the rights away from JUST HER. This is GREAT for large offices with several "levels" of employees within a division (Administrative vs Clinical).
IF you have multiple employees who do both front and back-office duties you should create a Security Profile called something like "Cross Trained" and apply THAT security profile to those 2 or 3 employees.
The rule should be IF multiple employees have a "right" THEN create a new "Profile" that they share. Administration of security become a lot easier.
I believe strongly that the Position of Dental Hygienist sets the Security Profile and NOT the Employee. If that employee needs a broader security clearance, that Employee can be customized. But a Custom Security Profile should NOT be the norm.
I like the default Profiles in Eaglesoft.
Administrator
Basic User
Clinical User
Practice Management User
I typically leave the Eaglesoft defaults “as is” but add a new Security Profile named "Cross Trained". I use the Practice Management profile as a starting point and allow everything on Imaging Security Zone except:
Delete Custom Image Enhancements
Delete Example Groups
Delete Image Source Enhancements
Delete Image Templates
Make sure ALL Profiles except Basic Users have the right to Add Images (found in the Images Security Zone) so that all users can Import info Eaglesoft Advanced Imaging.
One important feature of Eaglesoft is the ability to Change Date at Logon. This feature allows a user to log out. Then back on for an earlier date to change a Date of Service for a transaction. This might not be something everyone should be able to do. Decide which Security Profile(s) you want to have this ability then edit each to turn it on or off. The feature is found in the Provider Security Zone and labeled as “Change Date at Logon”.
If you want Users to have the ability to run the Recall Wizard, make sure to turn on the Processing Security Zone and enable Process Patient Recall.
One of the Eaglesoft features I am always asked about is if creating, moving, or editing Blocks in Schedule it can be changed with a Security Profile. Sorry folks, the setting for the "Blocks" is the same setting for creating an appointment, so block Blocks you block Scheduling.
In most situation, there should only be one Administrator. Typically, Doctor(s) should NOT be set up with Administrator Security Profile. They should be set up as Clinical Users. If a Doctor is also going to be an Administrator I recommend creating a second separate Administrator login to "administrative work".
Ongoing suggestions for features to turn on or off:
For Clinical Users:
Security Zone: Patient Records
Block the following:
Edit Patient Notes by Other Provider
Delete Patient Notes by Other Provider
Delete Patient Notes
Security Zone: List Items / Setup
Block the following:
Add Auto Notes
Edit Auto Notes
Delete Auto Notes
Security Zone: Clinical
Block the following:
Edit Perio Exams
For Business Users:
Security Zone: Processing, Block the following:
Process EOM
Process EOY
DISCLAIMER:
This is a resource guide and all decisions on each dental office setup should remain the sole decision of the dentist/owner of the practice. Eaglesoft is a registered trademark of Patterson Dental Company. All other software or products mentioned are the property of their respective owners. Although Andre Shirdan was an employee of Patterson Dental, he is not associated with Eaglesoft or Patterson Dental Company or endorsed by Patterson or any other Company Mentioned in this blog.
