Configuring Security Settings for Oral Health Surveys

(Requires Administrator privileges)

Options by practitioner role:

• View Oral Health Surveys
• Complete and Save Oral Health Surveys
• Configure Oral Health Surveys
• Create Oral Health Surveys

Required:

Clinicians who will be Saving and Completing Oral Health Surveys after discussion with the patient must have the appropriate permission set in the Security settings. For example, the role of DENTIST:

To configure Security Settings for Oral Health Surveys

(Requires Administrator privileges)

Set Security per Security Group as follows:

1. Go to Configure > Security...
2. Select a Security Group (e.g. RECEP in the example below)
3. Browse to File > Patients > Chart Tab > View Oral Health Surveys:

   

4. Select or de-select the check boxes and then Save changes.