Setup PM Security Administration/Activate Billing Menu
Q: How do I set up PM Security Administration?
*Note: PM Setup
The Practice Management setup process must be completed in a specific order. Please follow the setup lessons for step-by-step instructions.
2. Locate the User
3. Make Billing Accessible
4. Expand Security Sections
5. Assign Security Permissions
Edit the user's security permissions by clicking the box next to the action until the desired permission is displayed.
- Green Check = Allowed
- Red X = Denied
- Empty Box = Denied
Repeat steps 4 and 5 until all desired changes have been made.