OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 1 Getting Started
Setting up OfficeMate
Setting Up Security
For information on
setting up security
preferences, see
the “Setting Up
and Maintaining
Security” recorded
video tutorial and
the 901 “Location
Maintenance,
Business Names,
Resource Setup, &
Security” training
course.
This section tells you how to assign or modify security preferences in OfficeMate,
including how to change a user’s password. Security is always active in OfficeMate.
Setting up security will take dedication and time, so be sure to set aside some planning
and implementation time before you begin using OfficeMate.
Ensure that all of your locations are set up. For more information on setting up
locations, go to Maintaining Locations on page 11.
Ensure that your staff and provider are set up with user IDs. For more
information on setting up staff and provider user IDs, go to Maintaining
Resources on page 37.
Make a list of all of the jobs for which you and your employees are responsible
(i.e., front desk tasks, opticianary, lab orders, medical technician tasks, contact
lens orders, physical inventory, receiving purchase orders, pricing products,
insurance processing, administration, recording exam records, etc.). These jobs
will be your “roles” in OfficeMate.
Write each employees’ name next to the jobs for which they are responsible. If
some employees are responsible for more than one job, write their names next
to multiple jobs.
Click Setup and select Role-based Security.
Click Role Maintenance and follow the instructions below to set up a new role
or modify the name and description or copy an existing role. You can set up as
many roles as desired.
Notes
• OfficeMate comes preloaded with the follow roles for you to
use: Billing, Distribution Center - All Access, Doctor,
ExamWRITER Setup, Front Desk, Home Office
Administrator, Home Office Billing, Lab - All Access, Office
Manager, Ophthalmic Tech, Optician, and ReportWRITER. To
view the predefined roles and their security settings, click Print
and view the Security Roles Report. You can follow the
instructions in this step to copy their details and create a new
role, go to step 7 to modify any of these predefined roles, or go
to step 8 to assign these roles to your users and use them in your
practice.
• To delete an existing role that has not been assigned to any
users, select the role and click Delete.
a. If desired, select an existing role and click Copy to copy the details of the
existing role to a new role.
b. Type the name of one of the jobs that you identified in step 3, or simply
the name of the new role, in the Role Name text box. Do not type the
name of an employee who is responsible for the job or the exact title of
OfficeMate Home Office User’s Guide 47