University
Practice Management Sales Training
Security Menu
View This Lesson on YouTube
In This Video You Will Learn
Setup Users and modify user access
Don’t need to show, just explain that PM offers security to restrict users by what menu (e.g. charges), submenu D8:E8 under charges, edit claims), time and date and IP address they can access the system. Specifically, on IP address restriction, this prevents users from accessing data from home, and is not available on most web-based/cloud platforms
Training Link
https://academy.practicesuite.com/creating-a-new-user/
https://academy.practicesuite.com/category/security/security-user-access/
