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MEDICAL BILLING SOFTWARE BLOG
                                     INFO, ISSUES, AS IT RELATES TO MEDISOFT MEDIC AL BILLING SOFTWARE FOR MEDIC AL OFFIC ES


                                     HOME ABOUT MEDICAL BILLING SOFTWARE REVIEW
                                                JAN
   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




    January 2013
S M T W T F         S
      1 2 3 4       5
6 7 8 9 10 11       12
13 14 15 16 17 18   19
20 21 22 23 24 25   26
27 28 29 30 31
« Dec

Recent Posts
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


Meta
Log in
Entries RSS                                    Once the Security Setup window appears, click the New button.
C omments RSS
WordPress.org



!




                                               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.



                                                                                                                                    converted by Web2PDFConvert.com
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.




                                                                                     converted by Web2PDFConvert.com
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.


                                                                                    converted by Web2PDFConvert.com
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.



                                                                                 converted by Web2PDFConvert.com
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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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 HOME ABOUT MEDICAL BILLING SOFTWARE REVIEW JAN 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 January 2013 S M T W T F S 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 « Dec Recent Posts 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 Meta Log in Entries RSS Once the Security Setup window appears, click the New button. C omments RSS WordPress.org ! 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. converted by Web2PDFConvert.com
  • 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. converted by Web2PDFConvert.com
  • 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. converted by Web2PDFConvert.com
  • 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. converted by Web2PDFConvert.com
  • 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 Rating: 0.0/10 (0 votes cast) Rating: 0 (from 0 votes) Be Sociable, Share! Tweet 0 Like 1 0 Share 1 Comments Leave a Reply You must be logged in to post a comment. converted by Web2PDFConvert.com