By default, a new practice created in Medisoft will not have any login requirements, and will open without having to enter a username or password. You can, and for security reasons should, create logins for individual users, groups to make setting user security easier, and access levels for ensuring the correct people can or cannot access certain items within the program. Without logins setup, the part of the FILE menu related to this will appear as follows:
Once a login is created, you will see new options in the FILE menu.
01. To start setting up logins, first go to FILE, then LOGIN/PASSWORD MANGEMENT.
02. Here you can specify settings related to how often passwords must be changed, min and max characters, login attempts, and lockout period.
03. When finished making changes, click SAVE.
04. Next go to FILE, then SECURITY SETUP.
05. In this window there are 3 tabs. First is the USER tab, for setting up individual users. Next is the QUESTION tab for setting up a security question and finally the GROUP tab, which would be used if you have a large number of users, in which case setting permissions based on groups would be more efficient.
06. To create a new user login, click NEW, and the following screen will appear.
07. On the main tab, enter a LOGIN NAME, FULL NAME, PASSWORD (then reconfirm), ACCESS LEVEL, and if needed an EXPIRE DATE. Note, the EXPIRE DATE is not required, and often not used with regular employees. In regards to the ACCESS LEVEL setting, 1 is the highest level of access, and 5 is the lowest.
08. On the QUESTION tab, you can select a pre-defined security question, or create your own, then enter the ANSWER and RECONFIRM.
09. If you want to assign Access Levels at the Group level, you will first need to setup a Group before one becomes available on the GROUP tab. To do this, on the main menu, go to FILE then SECURITY SETUP. Then select the GROUP tab and click NEW. Enter a GROUP ID, GROUP NAME, and DESCRIPTION. You can then return to this step and select a group for the user login.
10. When finished click SAVE.
11. If needed, you can adjust security for the above mentioned access levels by going to FILE then PERMISSIONS. Again, this option will not be available until at least one login is setup.
12. On the left side of the permissions windows are the broad categories. When one is selected the corresponding specific items will appear on the right-hand side of the window. As seen in the example, Level 1 is allowed to access the Quick Ledger, Quick Balance, and Billing Charges. Level 2 and 3 are not allowed access to Billing Charges. Level 4 and 5 are not allowed to access any of these items.
13. Placing a check-mark in a box allows the corresponding access level to access that item. Un-checking the box restricts access to it.
14. When finished checking or making changes click CLOSE to save.
15. If needed you can now return to the SECURITY SETUP to assign appropriate access levels to user logins.