axiUm© PowerAdmin© User`s Manual - Login
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1. Chart In 201 Red CHART TRACKING Chart In 102 Red7 A 176 Facuky D CHART TRACKING Chart In z Red CHART TRACKING Chart In 103 Redi each level for Dialogs 3 26 Facuty D CHART TRACKING Chart In 101 Red CHART TRACKING gt Chart In 502 RedY 4 126 Facuky D CHART TRACKING Chart In 102 Red CHART TRACKING Chart ut 201 Redi 5 26 Faculty D CHART TRACKINS Chart In 103 Red CHART TRACKING Chart cut 101 Redi 6126 Faculy D CHART TRACKING Chart In 502 Red CHART TRACKING Chart Out 102 Redi Info Ma nager Tables Reports 7 26 Facuty CHART TRACKING Chart Out 201 Red CHART TRACKING Chact Out 103 Redi 26 Faculty D CHART TRACKING Chart Out 101 Red CHART TRACKING Chart cut 701 Redi and Menus that have defined 9 26 Facuty D CHART TRACKING Chart Out 102 Red CHART TRACKING Chact cut Ue Redd i 10 26 Faculty D CHART TRACKING Chart Gut 108 Red A pa security Ce e eee E CHART TRACKING Chart out 207 Red 7 11 26 Facuky D CART TEACKIMG Chart Qu 1001 Red CHART TRACKING Chart Cut cUu Redd 12 26 Faculty D CHART TRACKING Chart Owi TO Red CHART TRACKING lt Charct out 901 Red 13 26 Faculty D CHART TRACKING Chart Out 207 Red CHART TRACKING Chart Out 502 Redi 14 26 Faculty D CHART TRACKING Chart Gut 206 Red CHART TRACKING Chact ut a 206 Red 15 6 Facuky D CHART TRACKING Chan Oui 301 Red CHART TRACKING Chart Out 601 Fedi 16 26 Faculty D CHART TRAC2. All Yellow Sets all fields and buttons on the dialog box to yellow Disable All Red Sets all fields and buttons on the dialog box to red Copy Dialog Settings Allows the user to select another security level to copy this dialogs security to The user can multi select levels by holding the Ctrl key down on their keyboard while clicking on level names Copy Control Setting If the user right clicked on a control field allows the user to copy the setting for this single control to another security level Show Control Settings If the user right clicked on a control field allows the user to see each security level and it s current access rights for the field selected When you are finished modifying the security rights to an individual dialog close the dialog by clicking the X in the upper right corner of the dialog or by pressing the Escape button on the keyboard Not all dialogs have a close button so you may be required to press the Escape key to exit the dialog Once the dialog has been closed the main window displaying the list of dialogs will be shown again 3 1 2 INFO MANAGER The Info Manager is axiUm s report generator It allows users to run over 200 standard reports and create custom reports based on most of information stored in axiUm PowerAdmin can restrict access to certain information and to specific reports within Info Manager When the Info Manager line is expanded in the PowerAdmin main window two additional lines a
3. of a set of users in axiUm A security level can have any name and the name should represent the user group function Examples of typical names for security levels are Administrator Instructor Student and Cashier For each security level appropriate access rights can be granted See section 3 1 Individual users are assigned to a security level giving each axiUm access rights as specified for their particular level Selecting Levels from the File drop down menu will display the Security Levels dialog 2 1 ADD A SECURITY LEVEL Enter a Description for the new security level EA x escription udents From the Access drop down list select the appropriate access o m Access No Patient Restriction option for the level to be added ae z Anly allow access to Providers m Group Admini full d id in th U Pase 365 days ministrator full access to patients and providers in the axiUm a system Specific restrictions can not be set for this access level and any changes will not be saved This option should only be selected for an Administrator level that will consist of a very limited set of administrative and technical personnel When a level of this access type is selected a warning comes up No Patient Restriction allows users of the level to view and access all patients in the active database PowerAdmin pdf Modifed December 19 2006 Page 4 of 11 This type of access is for non restricted levels Restrict to Assign
4. r Access access to axiUm Effective 08 31 2002 Hours Expiry 1709 2002 9 Throughout axiUm records are stamped with the user that added modified or deleted the record This is based on the user that is currently logged into the system Therefore the integrity of the system relies on the security of the user Login ID s and Passwords Search Clerks Registration lindag Grant Linda Temp New carolynh Hill Reynolds Carolyn Temp mivy Ivy Marilyn Add Imarquez Marquez Lucia lancem Mitchum Lance Temp P 45418014 Paramo Gabriela Modify apuente Puente Angelica register Registration New analilia Rodriguez Analilia i Taylor Jerry Move to Level Delete EERE Selecting Users from the File drop down menu will display the Users dialog as shown here When working in the Users dialog the users displayed in the lower list are the users for the security level shown in the Level field in the upper left of the dialog To view add modify or delete a user first select the security level to work with from the Level drop down list 4 1 ADDING A USER Click on the New button to clear the edit cells in preparation for the new entry From the Personal area Level drop down list select the security level that the new user will be added to If a suitable level does not exist refer to section 2 to add a new security level Personal Level Students z fwod O x Enter an axiUm User Lo
5. the dialog PowerAdmin pdf Modifed December 19 2006 Page 6 of 11 The dialog will appear the same as it appears in axiUm with a few modifications Edit fields will appear in color buttons may also be in color or in some cases grayed out The dialog security works as follows For buttons or icons there are two possible security statuses Available to the user and Restricted from the user When buttons are shown in Green or in their natural state they are Available to the user level Buttons that are Red or grayed out are restricted from the user level Restricted buttons will display in axiUm as grayed out In axiUm users are unable to click on a restricted button To change the security status of a button simply left click on the button This will alter the buttons security status and change the color of the selected button For edit fields and lists there are 3 possible security statuses Read and Write access GREEN Read only access YELLOW and No access RED These 3 statuses are adam represented by the field or list appearing in color To change the security 1 status of a field or list left click on it in the dialog This will cycle the color coo MMMM of the field through the three security statuses Desctiption L To assist in setting these securities right click anywhere in the dialog box to display a menu of security choices Enable All Green Sets all fields and buttons on the dialog box to green Disable
6. 3 MODIFY A SECURITY LEVEL Select the security level to modify by left clicking on the level in the list The entry cells will display the information for the selected level Make the necessary modifications and when finished making changes click on the Modify button If the Access Level has been modified the program will prompt the user to confirm the change before continuing if the access setting has changed Note To edit the security rights for a selected level see section 3 2 4 COPY A SECURITY LEVEL Copying a security level is very useful when another security level is needed that is very similar in access rights to an existing level that has already been setup Select the security level to copy by left clicking on the level in the list Click on the Copy button This will add a new security level with a description beginning with Copy of followed by the description name possibly clipped to fit of the level that was copied This description can be modified as required and the changes saved with the Modify button This new level will have all the security rights as assigned to the level that it was copied from To make modifications to these privileges see section 3 PowerAdmin pdf Modifed December 19 2006 Page 5 of 11 3 SECURITY RIGHTS PERMISSIONS For each security level created a set of axiUm access rights must be me Suns assigned When setting up axiUm security rights it is easiest to think of it aaa as remo
7. EXPO a ions 10 6 Fna Dialog crise tat 11 PowerAdmin pdf Modifed December 19 2006 Page 2 of 11 Power Adra 1 INTRODUCTION axiUm s security is administrated by PowerAdmin PowerAdmin is a separate application from axiUm installed independently on selected administrator workstations It is intended only for use by Administrative personnel to set up users security levels and their rights for axiUm axiUm application users can be added to the system from PowerAdmin and assigned to a security level or can be added within the axiUm application Each security level consists of a set of rights and privileges for the axiUm program Before being able to fully implement axiUm PowerAdmin must be used to set up security levels users and security rights for all personnel that will operate the axiUm Clinic Management System 1 1 INSTALLING POWERADMIN The PowerAdmin application consists of a single executable file PowerAdm exe Install PowerAdmin on a station that already has axiUm installed The PowerAdmin executable file must be copied into the axiUm directory on the station s hard drive A shortcut to the application can then be created If the station does not already have axiUm installed then the user should refer to the instructions for setting up a client station for axiUm as there are many steps involved before PowerAdmin will function There must be some consideration given to the location of station s installed with Pow
8. KING Chart Gut 502 Red CHART TRACKING Chact Gut 205 Redi 17 26 Faculty D CHART TRACKING Chart fut 206 Red CHART TRACKING Chart OGut 204 Red i 18 6 Faculty D CHART TRACKING Chart Cul 501 Red CHART TRACKING Chart ut 203 Redd The CSV format expo rt fi le an 13 26 Facuky D CHART TRACKING Chart Cut 205 Red 20126 Faoulty D CHART TRACKING Chart Cul 204 Ried example IS at right lists the 21 26 Faculty D CHART TRACKING Chart Qu 703 Red same information but in a spreadsheet format Each row Ea A eee er 902 fied 22 26 Facuky D CHART TRACKING Chart Cut 109 Velo contains the security level number and name in the first and 24 26 Facuty D CHART TRACKING Chart Out 104 Red 2 OR Bae iB rm 7 Rania har Dad na Lar second fields The next field is D I or M meaning that this line is a Dialog Info Manager or Menu item Fields 4 and 5 contain the security item name prefixed with the Axium module name and the unique internal identity for the dialog element Info Manager and Menu items do not have these values These values are unique for the dialog and not for the entire Axium program In the above example the Axium Chart Tracking module dialogs Chart In and Chart Out both have a dialog item with the ID 201 Although the ID numbers do not tell the user that this is the dialog s OK button the ID code is useful in comparing user security level settings and determining if they are the sam
9. axIUmO PowerAdmin User s Manual The information contained in this document is subject to change without notice Companies names and data used in examples herein are fictitious unless otherwise noted No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of Exan Academic Software Inc 1999 2006 Exan Academic Software Inc PowerAdmin pdf Modifed December 19 2006 Page 1 of 11 Table of Contents INTRODUC TON insta iii 3 TAINS TALLING POWE RA DM N rocio 3 TZ RUNNING POWERADMIN 000 a a a ioc ia semmndeueneabdss 3 AS THE MAIN WINDOW runer T TE E N E 4 1 4 CHANGE THE POWERADMIN PASSWORD isisa eniai n ana Eaa 4 2 SECURIT LEVEES conna a caciones 4 ZIMADOA SEC URM EEVEE Ia A eee a A E E E AAA 4 22 DELETE A SECURITY LEVEL co i n 5 23 MODIFY A SECURITY LEVE A E eae 5 24 COPY A SECURITY LEVE aaa E E toek eae anes 5 3 SECURIT VIRIGH TS 7 PERMISSIONS uta a icnatiers eae eese aed 6 SUNMODIFY THE SECURITY RIGH E Sta tirada 6 S Fe BD WG as 4 Sah een eee its 6 Oc Za IN OF IWIN AE Pe cosets ateeeec S id 7 PPPoE es 7 NODOS N ee Oe 8 ed MENUITEM Ss 8 PUSER Soror E A E E E 8 A TADDINGAWUSER a a 8 4 2 DELETE AUSER cusino e dec 9 OBS A rea ed ra rene a eee Te er eed ee ae 9 4 4 MOVE A USER TO A DIFFERENT SECURITY LEVEL occccccccnccnnnnnnnnooncnnnnnnonnnnnnnnononononnonannnnnnnnnnnnos 9 I 10 971 Security Level
10. d dialog ene RCO LORE RECORD fE double click on the selection that you want The Find Print AAR INFO MANAGER 7 7 ini i 7 7 ae INFO MANAGER dialog will auto minimize and the selected dialog will Print Appointment Options INFO MANAGER open Once securities are set on the dialog or the close Print List Options INFO MANAGER i i i Print Options LAB TRACKING button is pressed the window will refresh and display the Lab Order Printout Hist LAB TRACKING Print User Options MAINTENANCE find dialog list again Print Product List MAINTENANCE Print Preview Station Options MAINTENANCE Print Held Claims MAINTENANCE Perio Print Options PERIO Select Treatments for Claim Form Printing TRANSACTIONS Receipt Printout TRANSACTIONS Print EPR Form SHARED PowerAdmin pdf Modifed December 19 2006 Page 11 of 11
11. e The last field is set to the value Red Yellow or Green indicating that the item is e Red not available for use by users of this security level e Yellow visible but disabled e Green visible and usable Security Level Export EJ Format e orma wap areied Yayat After selecting one or all security levels and the export file format save the security information in the export file by typing in the path or using the browser to select a new directory and or an existing file name Leye Grad Student Flasuh Fila y Ol l Cana E x The default extension is TXT If exporting in the CSV format it Savan Astur 430 00 Ber is advised to manually type a CSV extension on the name so that spreadsheet applications will recognize the format Fis nome ISLE CS aay Sa A Security Level Export El Format Comme Sapareted values a Fiesuh Fila Bues E owes PowerAdmin pdf Modifed December 19 2006 Page 10 of 11 6 FIND DIALOG If you are having difficulty finding a dialog in the PowerAdmin lists right click anywhere in the list window to access the Find Dialog window Find Dialog Dialog Mose at i _Ste Enter your search criteria usually the title of the window Citeia pint tse within axiUm and click search DialogName Mole O All E i E Print Kit Labels DISPENSARY possible results will be listed To view the liste
12. e checkbox beside the report With the item unchecked the report will not appear as a selection when the user is in the Info Manager 3 1 3 MENU ITEMS The Menu Items section includes all right click menu inortencse Rolodex items in the axiUm program When the list is T Me ranae ES expanded it displays menus found in axiUm s 1 Maintenance A Tremecions functional areas like the Scheduler Rolodex and e A Treatment Planning Transactions To edit permissions for a menu select the axiUm module in the list This will then display the individual menu items for that module in the Fields List box Deselect the checkbox beside any menu item that should be disabled for the security level you are defining The Main Program list item is used to set the user level rights to all of the main modules in axiUm If you do want this security level to have access to any of the transactions windows deselect Transactions in the right side list 4 USERS Users must be added for any person who will be accessing the E axiUm program This may include students faculty front office ds EN taff administrators and researchers Level eS Changed 03 18 2005 x sta z A User Logon fic Password frc Swipe Logon re Password frc Users are assigned to a previously entered security level See ee e irst Name Registration section 2 Each user is given a Login ID and Password to gain gt
13. ed Patients limits users of the level to view and access only those patients that they are assigned to as the patient s provider This option is typically selected for student levels Only Allow Access to Providers in Group This checkbox is to restrict student levels to a particular group Limits users of the level to view and access only those providers in his provider group such as GP1 This option is grayed out for non restricted levels Change Password For security a user level can be forced to change passwords after a certain number of days If no forced password changes are in effect this should be set to 0 Click on the Add button to add the new level to the list of security levels 2 2 DELETE A SECURITY LEVEL Highlight the security level to delete by left clicking on the level in the list xi Are you sure you want to delete this leve Click on the Delete button The program will display a warning box as shown eee ee eer here to verify that deleting the security level will also delete any users assigned to the level and all of the work done in setting the level permissions will be lost For these reasons it is very important to be certain that the level is no longer of use and the users of a security level to be deleted have already been moved to a different level before actually deleting the level See section 4 4 Select Yes to delete the level and all users of the level or select No to cancel the delete command 2
14. ents and temporary staff 4 2 DELETE A USER Select the user to delete by highlighting the list entry Click on the Delete button A warning box is then shown to verify the deletion Select Yes to delete or No to cancel the deletion Note Even though a user is deleted the user may still appear in certain areas of axiUm due to auditing requirements The user will not be allowed to enter or use axiUm in any way once they have been deleted 4 3 MODIFY A USER Select the user to delete by highlighting the list entry Make modifications to the user entry Click on the Modify button to update the User entry 4 4 MOVE A USER TO A DIFFERENT SECURITY LEVEL Often a user will to be reassigned to a different security Level to gain certain a access privileges or have some revoked To do this a user can be moved by PowerAdmin from one security level to another Examples of when this may be _ pivFscallek required are When a student goes from third year to fourth year a part time para Cancel faculty member becomes full time or a staff member is promoted or re cd assigned If no appropriate level exists to assign to the user then a new level Dispensary must be created See section 2 To reassign a User s security level Faculty Old Faculty lnstruc x Do not select a new Level from the User dialog drop down list This will change the users being listed as this setting controls the users being displayed Select the user from t
15. erAdmin as it has utmost importance on the integrity of axiUm Even though access to it is password protected PowerAdmin should only be installed on stations within closed offices where access and use is restricted A x XX Warning This PowerAdm program Verison 31000 has an older version number than the database Version 32000 Are you sure you want to continue Warning If a version warning message is displayed obtain the correct version from your IT department or Axium Support before proceeding 1 2 RUNNING POWERADMIN If the PowerAdmin shortcut icon has been placed on the desktop all the user has to do to begin the program is double click on the PowerAdmin icon or open PowerAdm exe from the directory it is installed on with Windows The Program Password dialog box will appear prompting x the user to enter the application password for PowerAdmin Program Password This password is station specific so that each station installed with PowerAdmin may have a unique password Cancel This password may be changed once the application is running See section 1 4 For first time use the default password is poweradmpass This is the default password for any installation of PowerAdmin It should be changed immediately upon accessing the program The password is case sensitive and an invalid entry will simply close the dialog Entry of the valid password will open the PowerAdmin application s main wind
16. gon Each user must have a unique User Logan tec Password frandompass identification Enter a Password In axiUm the User ID and Password OoOo E o B N are both case sensitive The Swipe Logon and Password are for use Last Name Knutsen m with a magnetic card based system leave these fields blank if your institution has not implemented swipe cards PowerAdmin pdf Modifed December 19 2006 Page 8 of 11 Enter the Last Name and First Name of the user as axiUm should display it The Access Effective and Expiry Date fields specify the axiUm access date range for the user Leave these fields blank to indicate no set date limitations to axiUm Access Effective 05 31 2005 4 Hous The Hours button opens a dialog that allows you to restrict the Expiry 0573172006 9 times at which the selected Midnight 4AM BAM Noon 4PM 8PM Midnight user may access axiUm on a E A A ee oe E daily basis Clicking any of the one hour time boxes will blank it out or turn it blue Blue indicates that access to axiUm is allowed Leaving TH all of the boxes blue allows the user to log into axiUm at any time Tuesday TINE west TT 1088 sra MNR Click on the Add button to add the newly created user to the database The new user will now appear in the lower list of users for Sawda 1 the selected security level Note The Effective and Expiry Dates should be set for users that are not permanently assigned to use axiUm such as stud
17. he list Click on the Move to Level button and select the security level to move the userto Click on the Select button to move the user to the selected level or Cancel to cancel the level move When the dialog closes and returns to the Users window the users list will no longer list the user that was moved from one security level to another To view that user select his her new security level from the Level drop down list to display the appropriate User list PowerAdmin pdf Modifed December 19 2006 Page 9 of 11 5 EXPORT 5 1 Security Level Export The Export menu item allows the axiUm access settings for a level to be exported to a text file The export file can be in a formatted plain text format or in a comma separated values CSV format The plain text format is best for documentation purposes The CSV format can also be viewed with any text editor but has the advantage of being directly loadable by spreadsheet applications like Excel where it is easy to compare user security level settings Secutity For Level Facultyi The formatted text version of EME Dialogs With gecurity 4 File Edit View Insert Format Tools Data Window Help aii the export file see the Arial 10 BLUES gt Be CHART TRACKING Chart In 20l Redi example at left contains the E de 114 CHART TRACKING Chart In 2 Redd i A 6 C D E F y CHART TRACKING Chart In 101 Red defined levels and sections for 126 Facuty D CHART TRACKING
18. l your changes select a different security level from the Level drop down list or click the Close button to exit PowerAdmin The message Changes will be lost Continue will come up To lose the changes select Yes to close the message and save changes click No 3 1 1 DIALOG BOXES Dialog boxes are a software term used to describe the various windows and Dialog Boxes screens that make up the program There are many dialog boxes in the axiUm Danae meri program and each may be set up with distinct security rights i DISPENSARY H EPR FORMS ATTACHMENTS EVALUATIONS H GENERAL SHARED INFO MANAGER o z 4 LAB TRACKING Note To disable access to an entire module select Main Program from e MAINTENANCE the list and unselect the checkbox beside the module name This step aen eliminates the detailed selection of access to individual dialogs see Section 3 1 1 for a restricted module To view the list of dialogs expand the Dialog Boxes line item by clicking on the plus sign The list of dialogs will now appear The list is long but is broken into sections based on the module that the dialog is accessed from To view modify the security rights for a specific dialog double click on the dialog s line in the list or select the dialog and click the Edit button Alternatively you may single click on the line to select it and then click the Edit button This will open the PowerAdmin permission view of
19. ow PowerAdmin pdf Modifed December 19 2006 Page 3 of 11 fe Power Admin axiumi0 2 File Level Seter sy eee 2 Edit Save Close W Dialog Boxes E Info Manager E Menu Items 1 3 THE MAIN WINDOW PowerAdmin s main window consists of a single pull down File menu in the upper left that provides access to the setup of security levels see Remember The Close Section 2 and creation of users see Section 4 The main window button closes has two areas for the setup of axiUm security rights and for the setting PowerAdmin not just of permissions for security levels For details see Section 3 the current dialog To exit PowerAdmin click the Close button in the upper right corner of the window If you have not saved your changes the system will prompt you to do so before the close is performed 1 4 CHANGE THE POWERADMIN PASSWORD x To change the PowerAdmin password select Password from the a File drop down menu to display the Change Password window hi Confirm D Type in the old program password for new installations this will be Cancel poweradmpass the new password and confirm the new password before pressing the Ok button to complete the password change Note The Encrypt Passwords menu item will encrypt all of the passwords stored in Axium and has no effect on the PowerAdmin password 2 SECURITY LEVELS Each axiUm security level defines the rights and permissions
20. re displayed below it Tables and Reports Tables Table security allows the administrator to prevent EI Tables Fields selected user levels from viewing or reporting on specific Pe pra COn Y Alen Desc table and data field information To restrict a security Allocation Y Alert Inactive Chair level from reporting on certain information in the database expand the Tables line item This will reveal all of the axiUm data tables that are available in the Info Manager Select the table in the list by left clicking on it The Fields associated with the selected table will then display on the right hand side of the window To prevent access to a specific field simply unselect the checkbox beside the field By doing this any user of the selected level will not be able to include the restricted field in any reports in Info Manager For example a researcher could be allowed to report on patient sex age and postal code only and may be restricted from seeing any patient names chart numbers phone numbers or addresses PowerAdmin pdf Modifed December 19 2006 Page 7 of 11 Reports To restrict access to a specific Info Manager Dialog Boxes report click on the Reports item in the list All of Info Manager Patient List the Info Manager reports will be listed on the right gt coe suena ieports Patient Check In Out hand side Menu Items L Student Check In Out To restrict a report unselect th
21. ving unneeded privileges from certain levels For example A student level does not require access to printing receipts making TE payment adjustments setting grades or accessing accounts receivable Cony a In a similar fashion the front office accounting staff does not require il a access to periodontal charts or grading information The PowerAdmin main window is used for the setup of security rights Pa When working in the main window select the security level to work with Fiscal Billing from the Level drop down list in the upper left of the window To save some time in the setup it is recommended that the ability to copy levels be used when setting up security levels with similar permissions see Copy a Security Level Note To save the changes you must click the Save button 3 1 MODIFY THE SECURITY RIGHTS Select the security level to modify from the Level drop down list If the level has administrative security rights the access can not be altered a Level selected has administrative rights any alteration of the securities will not be saved Once a level has been selected this will refresh the lower left list to display 3 lines Dialog Boxes Info Manager and Menu ltems Each line can be expanded to display more detail for the selection For information for the items listed refer to the following sub sections When finished making changes click on the Save button to write the changes to the database To cance
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