The User Reference is where all of the information for your office's MacPractice Users are held. This is where you can control a user's login information and any relevant credentials. You can also control which users will appear as a Provider. Provider-specific fields will automatically be pulled into relevant boxes on their insurance claim forms.
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Creating a
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User
To begin, you can either select a User from the User node in the References Ability, or you can click the Plus icon with the User node selected to add a new User record.
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Any Any fields labeled in red are required fields. You'll need to fill out the following fields:
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The Is Hygienist checkbox relates to Dental practices, particularly Perio records.
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Next, click the Set Password button to open the Set Password window. Enter the Password in the New Password and Verify New Password fields.
Your password must be at least 8 characters long. A strong password uses a combination of upper and lower case letters, numbers, and special characters.
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You can click the Generate and Print Password button to automatically create a secure password.
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The remainder of this article will discuss additional fields and functions.
Removing a
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User
Please refer to the "Removing and Retrieving a User " in MacPractice article for how to address removing a user.
Changing a User's Password
To change a user's password, there are two methods you can use.
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With a user selected, you can click the "Set Password" button. This will bring up a window where you can change the password for the user. You'll need the previously set password, or you can use the checkbox if you don't know the old password to set a new password for the user, typically used if the user had forgotten their password.
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If your User does NOT have privileges to access the User Reference, you can still change your currently signed in user's password from anywhere in the software by clicking the "Welcome, (User)" message in the lower right of the MacPractice Window. A pop-up menu will appear with an option to Change Password. Clicking this will open up a window where you can change your password.
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Keep in mind when using this method that you can ONLY change the password for the signed-in user, and you will need to have the old password available in order to complete the change.
User Information
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Tab
This tab contains the basic information for the selected User. From here, you can populate any information regarding the user, and configure their username and password to log into MacPractice with.
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The rest of the User Information tab is split into sections.
User Login
Username is what is required for logging in as this user, this can be changed at any time but you can not have any duplicate user names.
Set Password allows you to change the password for a user at any time. You can create anything you'd like as long as it is at least 8 characters long and is not the word "password".
User is Inactive checkbox controls if a user is currently active or not. This box is typically checked if a user is no longer employed by the office. This checkbox is present in MacPractice Builds 12.11 and earlier. In later builds, the Actions Drop Down replaces this functionality.
Actions Drop Down (MacPractice Build 12.15 and up): In later builds of MacPractice, the Actions drop down menu contains an option to Disable a User's Login. When clicked, a prompt will appear confirming that you wish to disable this user's Login.
Is Kiosk Machine User checkbox designates if this user login is intended to be used as a Kiosk Login. You can read more about MacPractice's Kiosk mode and how it interacts with the EMR Ability here.
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Time Clock Management
Reports to Manager selects which Manager sees this user's Time Clock information.
Is Manager is a checkbox which designates the user as a Manager who can view users' Time Clock information.
Patient Portal Messaging
Available to Receive Patient Messages is a checkbox that gives this user the ability to receive messages from a Patient's portal.
Direct Messaging
This section will only appear if your office's license has Direct Messaging active.
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Checking the "Active Direct User" checkbox will activate that user's Direct Email Address.
The Direct Email Address field allows you to input your desired address. This will be previewed as you type it in to display the full Direct Email Address.
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Warning: Once you set your Direct Email Address, you won't be able to change it! |
User Privileges
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In the Privileges Tab, you can review this user's current privileges, which control what the user has access to in MacPractice. You cannot adjust individual privileges here, but you can choose which Group a User belongs to.
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The Group Name drop down is where you can designate which User Group you would like to assign to the user. You can adjust User Group Privileges by navigating to the User Group Privileges node in the References Ability.
The bottom section gives the user access to ePrescribe. In order to activate ePrescribe, you will need to contact Support for additional assistance.
Provider Tab
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The Provider tab contains information that relates specifically to Providers. Many of these fields will pull automatically onto relevant Claims fields.
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Provider Shown on Claim: Used so you can enter charges under one provider to track production, but have another provider appear on the insurance claims.
Patient's Provider Checkbox: Checkbox is designed to be used in situations where an employee (nurse, hygienist or otherwise) works under more than one provider. When this box is checked the provider printed on the claim will pull from the provider set on the Patient tab of the Patient ability.
Name Printed in Box 33 HCFA/Name Printed in Box 53 of Insurance Form: This field will be different depending on if you are using MacPractice MD/DC or MacPractice DDS. This is the name that will appear in the noted fields on the claims. Enter the provider's name (including titles and degrees), as the insurance companies will expect to see it.
Name on Line 1 of ADA Box 48 (DDS Only): This allows you to override the name printed on the first line of box 48, and is generally used with specific claim situations.
Claim Credentials Sub-Tab
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The rest of the screen contains information that pull to insurance claims, and may vary between MacPractice MD/DC/2020 and MacPractice DDS. Not all of these fields need to be filled out, only the ones relevant to your practice. |
National Provider ID (NPI): The Provider's NPI can be entered here. This information will pull into Box 24j of the CMS Claim Form.
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Mammography Certification: The Mammography Certification number should only be entered as needed for eClaims.
Additional
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Credentials Sub-Tab
Not all of these fields do not interact with claim forms directly, and are intended to be a place to store this Provider's information.
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