What are permission levels in Dentally?
Permission levels describe the amount of access a user has when using Dentally. There is a default setup (outlined below), or you can choose to customise your permission levels to suit your practice.
If your permission level means you don't have access to a certain function, you will not be able to use that function unless you are given permission by a Level 4 user.
What do you have access to at each permission level?
The following permissions are for AU/CA only. The permission levels for UK users are different, refer to this article for UK permission levels.
Permission Level 0 - No Access
This option means the user will have no access to the system. This is useful for when a member of staff leaves, as it removes their access from the system but keeps their activity log for future reference.
Permission Level 1 - Reception
This access level is usually reserved for receptionists or clerical staff. It allows the user to manage calendars, add appointments, make payments and view all patient details.
Functions that Level 1 users can perform include:
Using all functions of the appointment book
Adding, editing and contacting patients
Taking payments
Adding sundry items to an invoice
Printing and emailing invoices, estimates and receipts
Adding pinned notes
Creating, emailing and printing correspondences to patients
Uploading documents and files
Creating and completing tasks
Adding medical history and medical alerts
Sending medical history links
Viewing and printing perio exams
Viewing chart history and base chart
Checking, archiving and assigning inbox SMS and emails
Reports:
Creating patient lists from the 'Patients' report
Running the 'Takings' report for the day only
Viewing the 'Invoices' report
Permission Level 2 - Standard Practitioner
This access level is often assigned to dentists and hygienists. It includes all Level 1 functionality plus some additional features. Level 2 users cannot see any practice financial reports.
Functions that Level 2 users can perform include all user Level 1 functions plus:
Creating Perio exams
Creating plaque and bleed exams
Uploading images to the chart
Reopening treatment plans
Creating and editing the base chart
Creating, charging and completing treatment plan items
Creating estimates
Adding and editing template notes
Reports:
Sending correspondences from the 'Patients' report
View invoice report
Viewing your activity on the 'Practitioner Activity' report
Permission Level 3 - Practice Manager
Level 3 is recommended for practice managers and includes all the functionality of Level 2 user plus some additional features. They can see the practice financial reports.
Functions that Level 3 users can perform include all user Level 2 functions plus:
Removing and editing recurring appointment blocks
Merging duplicate patient records
Exporting patient clinical history
Reports:
Exporting patient lists from the 'Patients' report
Running the 'Takings' report over a specified period
Accessing the 'Invoice Timeline' report
Accessing the 'Private Forecast' report
Permission Level 4 - Administrator
Level 4 allows all functionality, and is recommended for owners and administrators.
Level 4 users can perform all of the functions of all levels. Functions that only Level 4 users can access include:
Deleting patient records
Deleting payments
Deleting invoices
Deleting medical history the same day that it was created
Deleting Perio exams
Full access to the 'Settings' menu
Accessing the 'Audit' tab in the patient record