Groups are an easy way
for you to set up the privileges you wish certain classes or Groups of employees (Users)
to have. This way you can set up privileges once and each time a new employee is
added you simply assign them to a group and all of their privileges are already
defined.
Note: There will
be another Group you may assign users in Quixote; System Administrators, this
group will have ALL privileges.
Click Admin
Click Groups
Click the Add Button
Enter the Name for this Group: i.e. Providers, Assoc. Provider, Front Desk, Billing, etc.
Select the User Tab
Highlight the Group you are going to assign Users to
Place a check by the name of each User you are assigning to the highlighted group.
Now click the Privileges Tab
Assign the Privileges to this Group (see below for an explanation of Privileges)
Allows User to Activate or Inactivate Clinics in
Quixote.
User Must also have the /Main
Admin/ and /See Inactive Clinics/ privileges.
Active/Inactivate Payment Sources
Allows User to Activate or Inactivate Payment
Sources in Quixote.
User Must also have the /Main
Admin/ and /See Inactive Payment Sources/ privileges.
Active/Inactivate Payors
Allows User to Activate or Inactivate Payors
(Insurance Companies) in Quixote.
User Must also have the /Main
Admin/ and /See Inactive Payors/ privileges.
Active/Inactivate Providers
Allows User to Activate or Inactivate Providers
in Quixote.
User Must also have the /Main
Admin/ and /See Inactive Providers/ privileges
Alerts / Configure Alerts
Allows User to Configure/Delete Alerts in
Quixote.
Additional information will need to be completed
in the Patient file for Alerts to be displayed.
User Must also have the /Main
Admin/ Privilege.
Appointments / Delete
Allows User to Delete
Appointments in Quixote.
Appointments / Use Q-mmunicate
Allows User to schedule Reminder calls using the
(optional)
Q-mmunicate service.
Change other Users Passwords
Allows User to change the password of other
users.
User Must also have the /Main
Admin/ Privilege.
Clinics - Add
Allows User to Add Clinics into Quixote.
User Must also have the /Main
Admin/ Privilege.
Clinics - Edit
Allows User to Edit Clinic information in
Quixote, including changing the Clinics hours of operation.
User Must also have the /Main
Admin/ Privilege.
Copy CPT Buttons
Allows User to Copy CPT buttons to other users.
User Must also have the /Main
Admin/ and /Manage CPT Buttons/ privileges.
Copy ICD Buttons
Allows User to Copy ICD buttons to other users.
User Must also have the /Main
Admin/ and /Manage ICD Buttons/ privileges.
Copy SOAP Notes
Allows User to Copy Preconfigured SOAP notes to
other users. User Must also have the /Main
Admin/ and /Manage SOAP Notes/ privileges.
Delete Grid Layout
Allows user to Delete any Grid settings for a
specific user.
This will return all settings
for windows with selectable grids to the Default settings for the selected User.
Edit any ones Notes
Allows User to Edit Any Users Preconfigured
Quixote SOAP notes.
User Must also have the /Main
Admin/ and /Manage SOAP Notes/ privileges.
Edit Appointment / Show Deleted Appointments
Allows User to View Deleted
Appointments in the Patient/s File.
Edit My Notes
Allows User to Edit their Preconfigured Quixote
SOAP notes.
User Must also have the /Main
Admin/ and /Manage SOAP Notes/ privileges.
Groups / Add/Edit/Delete
Allows User to Add new Groups into Quixote, as
well as Edit and Delete Existing Groups.
User Must also have the /Main
Admin/ Privilege.
Groups / Grant/Revoke Privileges
Allows User to Grant or Revoke privileges for
Entire Groups or individual users.
User Must also have the /Main
Admin/ Privilege.
Locks / Delete
Allows User to Delete a Lock that has been placed
to protect the Data in certain areas of Quixote.
User Must also have the /Main
Admin/ and /Locks - View/ privileges.
Locks / View
Allows User to View all Locks that have been
placed to protect the Data in certain areas of Quixote.
User Must also have the /Main
Admin/ Privilege.
Main
/ Admin
Gives User Access to the Admin section of
Quixote.
Some sections in Admin
require additional Privileges.
Main
/ Appointments
Gives User Access to the Appointments section of
Quixote.
User will be able to View,
Schedule, Reschedule and Cancel Appointments. They will also be able to mark
Patients as Arrived, check them in and check them out.
Main / Billing
Gives User Access to the Billing section of
Quixote.
User will be able to View,
Create and Void HCFAs, Patient statement and superbills. As well and track
payments and Tracers.
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