When you begin to use TotalMD, you should review the Securities that are available. Appropriate security levels should be created and these roles applied to the right people within the office.
Security Roles
Within TotalMD there are five (5) security levels. You will need to adjust the securities within the system to give each of these levels the appropriate roles. The following is a suggestion of a provider’s office setup:
Level 1 – Provider and IT Department
Level 2 – Office Manager, Team Leads
Level 3 – Other Providers and Medical Assistants
Level 4 – Billers and Coders
Level 5 – Schedulers and Front Desk Personnel
Adjusting Permissions
Within TotalMD, go to Setup>Set Up Security:
You will then see many sections that need to be adjusted:
Each section will expand to show other choices:
As you can see, each choice under the main category gives you the option to add these roles to each level. You will simply work through each of the categories and choose the levels that need to have each role.
Once you have made all of your changes, you will go to the upper left and Save or hit F3:
Once you have decided on the roles that each level will have, you will have to create the users, if they have not already been created. If they have been created, you will want to review the levels assigned to each user. You will go to Setup>Set Up Users:
You will go to the left and either Edit an existing User or create New User:
You will then add the following fields, choosing a User ID and Password and saving your changes to the left or with F3:
If you have questions regarding this functionality of TotalMD, please contact our support or training departments at 800-613-7597 Option 2 for Support or Option 3 for Training. If you would like a printable copy of this article, please contact Training at Option 3.