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Medisoft Security Login Expired - Learn how to setup Medisoft security the right way.
1. MEDICAL BILLING SOFTWARE BLOG
INFO, ISSUES, AS IT RELATES TO MEDISOFT MEDIC AL BILLING SOFTWARE FOR MEDIC AL OFFIC ES
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Medisoft Medical Billing Medisoft Practice Setup Step 4 Security Blogroll
Software Tips and Tricks 10 Profile Setup Medical Practice Management
Medisoft Practice Setup Step 10A Filed Under Medisoft Network Professional, Setup, Training Software - Medical Billing Software
Procedure C harge Setup Demo and Info
Medisoft Practice Setup Step 9
Insurance C arrier Setup Security Profile Setup
Medisoft Practice Setup Step 8 WARNING – if you do not setup at least one administrator account with NO
Referring Provider Setup expiration date, you will get the following error:
Medisoft Practice Setup Step 7
Provider C lass Setup
Medisoft Security Login Expired – if this happens, call us for support at
Medisoft Practice Setup Step 6
Provider Setup 888-691-8058 or 941-743-6666 as we will have to log into your computer
Medisoft Practice Setup Step 5 Global and download some files to reset your security (support charges will apply).
Login
Medisoft Practice Setup Step 4 After you have made your preliminary program option selections, you will
Security Profile Setup
need to create your security profiles. This is done by clicking the File menu
Medisoft Practice Setup Step 3 Default
Printer Setup and Security Setup. The Security Setup window will appear.
Medisoft Practice Setup Step 2
Program Options
Medisoft Practice Setup Step 1
Practice C reation
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Medisoft Practice Setup Step 10B
Payment Setup
Medisoft Practice Setup Step 10A
Procedure C harge Setup
Medisoft Practice Setup Step 9
Insurance C arrier Setup
Medisoft Practice Setup Step 8
Referring Provider Setup
Medisoft Practice Setup Step 7
Provider C lass Setup
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Entries RSS Once the Security Setup window appears, click the New button.
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You will then need to setup each user that will have access to this practice
within the Medisoft program.
Below, you will find guidelines for creating the user security profiles.
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2. Administrator Setup
It is crucial to the functionality of the program that the first user set up is an
administrator. If you set up someone with less than administrative access,
and then log out of the program without setting up an administrator, you
may be unable to perform certain functions including adding and modifying
user Security Profiles.
In order to set up the administrator, take the following steps after clicking
the New button:
Enter the Login Name, Full Name, Password, and Reconfirm the Password.
(Do not mark the Inactive box)
In the field
labeled
Access Level,
make sure
the number 1
(one) is
selected.
Tips and Tricks:Access level 1 is the highest level of access
available. It gives you access to all functions within Medisoft.
Do not enter anything in the Expire Date field.
Tips and Tricks:The Expire Date field is not used for password
reset expiration. It is used to disable the entire account on a
specific date. It is not the date the user’s password expires. Only
the Administrator can change this date. If no date is selected, the
user will never expire. If your Administrator login becomes
disabled, you could lock yourself out of vital system functions.
C lick Save.
Permissions Setup
After setting up your Administrator, you will need to log out of the Medisoft
program and log back in using your newly created Administrator login.
Only after
logging out and
back in as the
Administrator
will you see a
Permissions
option under the
File menu.
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3. When you click this option, the Security Permissions screen will appear:
On the left side of the screen, you will see a listing of the various windows
throughout the Medisoft program. On the right side, you will see a listing of
the different options within that window, as well as 5 levels of users. By
default, Level 1 has the most security options available, and Level 5 has the
least.
You will now be able to go through and assign different levels of control to
the different levels of users. Placing a checkmark in a particular option will
enable that option for the Level selected. Taking the checkmark out of an
option will disable the option for that user.
After making all necessary changes, click the C lose button.
Tips and Tricks:It is not recommended that you remove any
security options from the Level 1 users. This level is reserved for
Administrative users.
Before adding or removing options from levels 2-5, identify which types of
users will be added using that level. For example, Doctors could be either
Level 1 or Level 2. The front desk might be level 5. Billers might be level
3. If you identify which uses will be using that level, it will make it easier to
decide which options should be available to them.
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4. Login/Password Management
Medisoft has the ability to create standards for the passwords used by
people in your office. This option is available under the File menu and
Login/Password Management.
This
window gives you the opportunity to set the following standards for your
user passwords:
Renewal Interval: This field sets the number of days a user has before
they have to change their password.
Reuse Period: This field sets the number of days before a user can repeat
a password they have previously used.
Minimum Characters: This field allows you to set a minimum password
length.
Maximum Characters: This field allows you to set a maximum password
length.
Require Alphanumeric: If you select this option, your users will be forced
to use both letters and numbers in their password. This prevents users from
selecting simple passwords that are easy to crack.
Maximum allowed attempts: This field sets the number of times a user
login can be unsuccessfully attempted before the account becomes disabled.
Account disable period: This field sets the number of minutes a user will
be disabled after the maximum allowed attempts is reached.
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5. Once you have set up your password requirements, click the Save button.
Tips and Tricks:Proper use of this window can help protect an
office from hackers and other security threats to the data. This in
turn will help a practice be more HIPAA compliant.
Permanent Employee Setup
Permanent employee setup will mirror the Administrator setup with the
exception of the access level. You will want to set your employees up with
the access level appropriate for the type of employee they are.
Temporary
Employee
Setup
Temporary
employee
setup will
mirror the
Permanent
Employee
Setup with
the exception of the Expire Date. Any temporary employee logins should be
set to Expire on the last date of their contract with the office.
Medisoft Login Security
Expired
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