Practice Manager Security allows clients to be linked to specific users, with all other users being denied access to these private clients.
Add/remove Private Clients to a specific user
An Administrator user is to log in to Practice Manager Security.
From the File menu, click Users (or click on the Users icon).
Highlight the user you want to add the Private Clients for.
Select Private Clients.
Click Add , in the Clients window highlight the client you want to designate as private, click Select. If you have to remove a client, highlight the client and click Remove.
You can select a single client, or you can tag a number of clients for inclusion on the list.
To select a single client, on the Clients window, highlight the required client and click Select.
To select several clients, highlight each client in turn and click Tag. The client entries will be displayed in bold to indicate that they have been tagged. When you have tagged all the required clients, click Select.
In the Private clients for ... window, click Close.
Notes:
Only the user that is linked to the particular private client(s) will be able to view the client.
A client cannot be added to more than one user's private list.
We suggest adding no more than 20-30 clients to the private client list.