***Note; a word of caution is in order.  Global Login feature has had problems in the past versions of Medisoft, especially when used in a Terminal Server environment.  Use at your own risk. *****
Global Login

Global Logins allow users to log into Medisoft once and then navigate between multiple practices without having to enter a different username and password for each practice.  This feature works with the current user security and permissions that controls what users can do.  Global Login is computer specific, meaning that once this feature is setup, only users that have Global Login access can login to that computer.

This feature is found under the File menu and Global Login Management.

The Security Profile Setup must be created in each practice prior to setting up Global Login.  Also, like the security profile setup, it is imperative that the first user entered must be a system administrator with a level 1 access level.  If you set up someone with less than administrative 1 access and log out of the program without setting up an administrator, you may be unable to perform certain functions including adding and modifying Global Login Management.

On the Global Login User Management tab, click the New button.

Tips and Tricks:Important!  Do not make the mistake of deleting regular User Logins after creating Global Logins.   Global Logins are dependent upon regular User Logins.  Once setup, leave the regular User Logins and instruct users to login with their Global Logins.

User Info

The New Global Login User window appears.  Remember to enter the system administrator as the first user in Global Login.

Global Login user names may not be duplicated; if a duplicate is offered as a new Global Login user name, an error is displayed and the user is prompted to enter a new Global Login user name.

Is Global Login Administrator: Any Global Login user can be an Administrator, however, they are still limited according to their user access level and its permissions.  The system requires at least one user to be an administrator.

Global Login Expires:  If the Global Login Expires is selected, then the Global Login user is not able to enter any practice on the selected date.  It is not the date the user’s password expires.  Only the Administrator can change this date. If no date is selected, the Global Login user will never expire.

User Mapping

After the global login user is created, the User Mappings tab is used to map the user to the practice user.

Click on the drop down under Practice to choose a specific practice.  The users for that practice will appear in the Practice User Information section.  Highlight the user name that you want the Global Login User to be mapped to.  Click on Add Mapping.

The Global Login system allows only one Global Login user to map to a specified user in a particular practice.

To delete a mapping, highlight the incorrect practice mapping in the Current Mappings section and click Delete.

The Verify Mappings button causes the Global Login system to attempt to attach to each practice displayed and verify that the corresponding Practice User name (code) is still available.

Once you have set up your User Mapping, click Save.  If additional Global Login users are needed, then repeat steps by clicking on New to add the User Info followed by creating a User Mapping.



If the administrator chooses to edit the selected Global Login user, the following screen is displayed:

Note that the Global Login User Name cannot be changed via editing. The administrator must delete the Global Login user and re-add them to change the Global Login user name.
Mappings by Practice

After the Global Login User has been created, you can view who is setup for each practice as the Global Login user in the Mappings by Practice tab.

Global Options

Click on Global Options from the Global Login Administration window.

This window gives you the opportunity to set the following standards for your Global Login user passwords:

Renewal Interval:  This field sets the number of days a user has before they have to change their password.

Reuse Period:  This field sets the number of days before a user can repeat a password they have previously used.

Minimum Characters:  This field allows you to set a minimum password length.

Maximum Characters:  This field allows you to set a maximum password length.

Require Alphanumeric:  If you select this option, your users will be forced to use both letters and numbers in their password.  This prevents users from selecting simple passwords that are easy to crack.

Maximum allowed attempts:  This field sets the number of times a user login can be unsuccessfully attempted before the account becomes disabled.

Account disable period:  This field sets the number of minutes a user will be disabled after the maximum allowed attempts is reached.

Use Enter to Move Between Fields:  This option changes the function of the Enter key to mirror the Tab key and move the cursor to the next field.

Once you have set up your password requirements, click the Save button.

Tips and Tricks:Proper use of this window can help protect an office from hackers and other security threats to the data.  This in turn will help a practice be more HIPAA compliant.

Global Login

After setting up your Global Login users, you will see the following screen the next time you log into the Medisoft program.  Only users that are setup as a Global Login user will be able to login.

The first time logging in as a Global Login user, you will need to choose a practice to open into.  After which the system will remember the last practice opened.

Click the Change button to display a list of practices that the user has authorization to access under the Global Login setup.


Once you are setup as a Global Login user, you may access multiple practices without having to login to each dataset every time.


VN:R_U [1.9.17_1161]
Rating: 10.0/10 (1 vote cast)
VN:F [1.9.17_1161]
Rating: +1 (from 1 vote)