Setup user access

Setup user access

This can act as a report if you click the retrieve button, showing you all the permissions per user all at once.


It will also allow you to make edits to those permissions within this window without having to search and open each staff member’s client card.

If you wish to copy permissions from one employee to another, click the ‘Copy program setup setting between users’ button.


Select the user you want to copy from on the left, then select the new team member(s) on the right that will receive the settings. Click copy all settings, you will notice the number of settings will now match between the user on the left and those on the right.



    • Related Articles

    • Doctor site setup

      To quickly access the settings for all clinic doctors, go into Admin -> Security Reports -> Doctor Site Setup. Use this report to make changes to settings contained within the provider's doctor card. Save when finished.
    • Chart security logs introduction

      Chart security logs are found on all charts on the overview tab. All occurrences of a Healthquest user accessing a patient chart, printing a chart, or patient chart disclosures are documented in this log to monitor patient information access. Scroll ...
    • Patient messaging setup

      The Clinic must have Healthquest Online (HQO), and the Patient Portal enabled. Contact your client services representative or call technical support to have these features enabled. Our staff will go through all the features with you and set up as the ...
    • Tax setup

      To apply taxes to items within the price list, set up a tax rate which can be applied to specific items within the price list that are marked as ‘taxable’. System administrators are the only ones with the privileges to access this setup. Open the ...
    • Pick docs grid

      This report shows all the employees’ permissions per doctor. It will also enable you to make changes to multiple employees and doctors at the same time. Grant permissions to employees, allowing them access to appointments, billing, and financial ...