Security Profile Setup

WARNING – if you do not setup at least one administrator account with NO expiration date, you will get the following error:

Medisoft Security Login Expired – if this happens, call us for support at 888-691-8058 or 941-743-6666 as we will have to log into your computer and download some files to reset your security (support charges will apply).

After you have made your preliminary program option selections, you will need to create your security profiles.  This is done by clicking the File menu and Security Setup.  The Security Setup window will appear.


Once the Security Setup window appears, click the New button.

You will then need to setup each user that will have access to this practice within the Medisoft program.

Below, you will find guidelines for creating the user security profiles.

Administrator Setup

It is crucial to the functionality of the program that the first user set up is an administrator.  If you set up someone with less than administrative access, and then log out of the program without setting up an administrator, you may be unable to perform certain functions including adding and modifying user Security Profiles.

In order to set up the administrator, take the following steps after clicking the New button:

Enter the Login Name, Full Name, Password, and Reconfirm the Password.  (Do not mark the Inactive box)

In the field labeled Access Level, make sure the number 1 (one) is selected.

Tips and Tricks:Access level 1 is the highest level of access available.  It gives you access to all functions within Medisoft.


Do not enter anything in the Expire Date field.

Tips and Tricks:The Expire Date field is not used for password reset expiration.  It is used to disable the entire account on a specific date.  It is not the date the user’s password expires.  Only the Administrator can change this date. If no date is selected, the user will never expire.  If your Administrator login becomes disabled, you could lock yourself out of vital system functions. 


Click Save.

Permissions Setup

After setting up your Administrator, you will need to log out of the Medisoft program and log back in using your newly created Administrator login.

Only after logging out and back in as the Administrator will you see a Permissions option under the File menu.

When you click this option, the Security Permissions screen will appear:  On the left side of the screen, you will see a listing of the various windows throughout the Medisoft program.  On the right side, you will see a listing of the different options within that window, as well as 5 levels of users.  By default, Level 1 has the most security options available, and Level 5 has the least.


You will now be able to go through and assign different levels of control to the different levels of users.  Placing a checkmark in a particular option will enable that option for the Level selected.  Taking the checkmark out of an option will disable the option for that user.

After making all necessary changes, click the Close button.

Tips and Tricks:It is not recommended that you remove any security options from the Level 1 users.  This level is reserved for Administrative users. 


Before adding or removing options from levels 2-5, identify which types of users will be added using that level.  For example, Doctors could be either Level 1 or Level 2.  The front desk might be level 5.  Billers might be level 3.  If you identify which uses will be using that level, it will make it easier to decide which options should be available to them.

Login/Password Management

Medisoft has the ability to create standards for the passwords used by people in your office.  This option is available under the File menu and Login/Password Management.

This window gives you the opportunity to set the following standards for your 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.

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.

Permanent Employee Setup

Permanent employee setup will mirror the Administrator setup with the exception of the access level.  You will want to set your employees up with the access level appropriate for the type of employee they are.

Temporary Employee Setup

Temporary employee setup will mirror the Permanent Employee Setup with the exception of the Expire Date.  Any temporary employee logins should be set to Expire on the last date of their contract with the office.







Medisoft  medical billing software setup

Medisoft Login Security Expired

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)
Be Sociable, Share!

Default Printer Setup

Users can specify default printers for Superbills, Claims, Statements and Reports.  When any of these items are printed, Medisoft will automatically select the printer that was defaulted. The user will be able to change from the default.  Defaults will be stored on a per-workstation, per-login basis.  If the users do not have a default for a report it will print to the printer that they have set at default in their Windows settings. This feature is only available in Advanced and Network Professional.

To set up default printer options, click on the “Reports” menu then ‘Default Printer Options’.












Choose the ‘Report Style’ from the list to limit the type of reports viewed. If you want to have all of the reports listed print to the same printer, then choose the entire list by clicking the first report and hold your shift key and click the last item in the list. If you only want selected reports to default hold your Control Key and choose the reports you want to print to the specified printer.  Click ‘Select Printer’ and the Windows printer selection window will appear. Choose the printer and default settings for the reports and click “OK”. The printer name will be displayed next to the report title. When you are finished selecting default printers, click ‘OK’ to close the window.


VN:R_U [1.9.17_1161]
Rating: 9.0/10 (1 vote cast)
VN:F [1.9.17_1161]
Rating: +1 (from 1 vote)
Be Sociable, Share!