Add a Top-Level User

When you open Pracsoft for the first time Pracsoft will detect that you have no users in your databases, and prompt you to add one.

Add a top level user, such as a Practice Manager.
  1. At the prompt, click OK.
  2. In the empty User List window, click Add.
  3. In the User Details window, add the following details:
    • User ID - enter the initials of the user or other relevant code.
    • User type - select either User or Practitioner.

      A User is typically the Practice Manager or administrative staff. You cannot bill to a user. Edit user details later in Admin > User List.

      A Practitioner is typically a Practitioner or other Health Care Professional. You can only bill to a practitioner. After saving a password, enter the practitioner's details. Edit practitioner details later in Admin > Practitioners.

    • User Name - enter the name as you want it to appear in correspondence and on invoices.
    • Security level - select Level-9 (full access). At least one active user with Level-9 access is required.
    • Summary data view - for practitioner's, select the appropriate option:
      • All practitioners billings - all billing information for each day is included in the Day sheets.
      • Own billings - billing information for this user for each day is is included in the Day sheets.
      • None allowed - billing information will not be accessible.
  4. Click Save.
  5. Enter a password, and then click Save again.
  6. If you added a User you have finished creating the user login. If you are adding a Practitioner, enter the Practitioner's details and click Yes.

For practitioners or specialists,

Add more users as required. For more information, see Adding Practitioners and Users.