PATIENT MANAGEMENT PROGRAM
Click the Save Security Profile icon.
You will see a screen notifying you that changes have occurred. Click Yes. You may be required to click Yes
repeatedly until all individual items have been changed. Click OK once complete. Your profile has now
been saved.
To edit or view existing profiles click the down arrow under Security Profile. Click the profile you wish to
edit or view.
When limiting access for user profiles you should restrict access to the menu items of Users,
Profiles, and Clinic Defaults. These areas allow users to alter their profiles. Only the ‘Rick’ or ‘full
access’ profile should have these areas allowed.
Users
This is where you will find a list of all individuals utilizing your PMP. You can add, delete and assign profiles
in this screen.
To add a new user click Add. Type the new user’s initials, first, and last name into the fields provided. Click
the down arrow under Profile. Choose the profile appropriate for this user.
The field User allowed access to these Doctors has been disabled and is not required.
Click Save.
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