The Security Tab

This window allows you to set the security level for each user in Genie. In order to change any of these settings, you need to click on the Padlock icon and enter in the Administrator's password.

Export Patient Records

If this is ticked, this user has enough privileges to export patient records out of Genie.

Delete Patient Records.

Having this option ticked allows this user to delete patient records in Genie.

Note: Patient records cannot be deleted from Genie if the patient has either clinical or billing information entered in their file.

Open the Maintenance Window

Allows this User access to the Maintenance & Reports window (File > Maintenance & Reports)

View Financial Reports

Allows this User access to Financial Reports in the Practice Analysis tab of Maintenance & Reports.

Only view their own financial reports

Restricts viewing of summarised financial data to this User's data only. They will not be able to view other doctors' reports. Receptionists will not be able to access any of the financial reports if this option is ticked, regardless of whether they have View Financial Reports ticked.

Modify Saved Invoices

Allows this user to edit invoices in patients' Account Histories

View Clinical Information

Allows this user to view the clinical records of all patients

Lock Patients' Clinical Records

Provides the user with the ability to lock patients' clinical records. See Edit Patient.

Modify Other User's Preferences

Allows this user to make modifications to other User Preferences records.

Cull or Archive Records

Allows this user to cull and/or archive records in Genie

Use the Execute Command menu item

If this option is not ticked, this user is prevented from accessing the Execute command window (File > Execute Command).