Andre’s Security Profiles In Eaglesoft

Written By Andre Shirdan

Updated 9/30/2025

“People don’t have permission.
Roles have permission, and people belong to those roles.”
— -Unknown Author

No one in Eaglesoft should have “Custom” as their Security Profile. Period. Why?

If you find that a Staff Member of the office needs "clearance" to or "blockage" from some task in Eaglesoft, DO NOT edit (“customize”) the security under that one employees' profile. Instead, change the entire category of employment using the User Profile (Lists>Security Profiles).

OK, let me explain more...

If you want EVERYONE on the Clinical side of the practice to be able to take payments. That option, by default, is turned OFF in the default Clinical Security Profile. To turn that option on, in the past users went to a specific Staff Member's security settings and added THAT option one person at a time creating a "Custom" security setting.

STOP THAT!

You can just update ALL Clinical Users to be able to take payments.

What is you just want “certain” Clinical Staff Members to take Payment? Then you should create anew Security Profile. Clinical users with Practice Management rights. I call that “Cross Trained” and create a Security Profile for that attach those Staff Members who fit that criteria.

The default Security Profiles in Eaglesoft are the following:

  • Administrator

  • Basic User

  • Clinical User

  • Practice Management User

My suggested Security Profiles are as follows:

  • Level 1: Administrator (edited and renamed default “Administrator”)

  • Level 2: Business User (edited and renamed default “Practice Management User”)

  • Level 2: Clinical User (edited and renamed default “Clinical User”)

  • Level 2: Cross Trained

  • Level 3: Temp/Basic User (edited and renamed default “Basic User”)

  • Level 4: IT Worker/HIPPA Restricted

  • Level 5: Remote Access Biller (Added 9/30/2025)

My suggestions for each level in Security Profiles as of this date. I will continue to modify my suggestions as new information becomes available:

Level 1: Administrator

This level should be attached to ONE Staff Member. 

Owner/Doctor should have Level 2: Clinical User profiles attached to the Profile they log into Eaglesoft to work.  Owner/Doctor should use a second Staff Member login to do “administrative” work.  In all Versions of Eaglesoft after Version 17 the Administrator(s) would be the name(s) listed in Bold in the Eaglesoft logon screen.

There is actually just one setting in the Security Profile Zones that determines the bold font.  That is the “Assign Provider Security” option in the Provider Show Security Zone.

Here are the changes I suggest be made to the default Administrative Profile

Security Zone: Utilities, Add the following (Version 24 or higher):

Manage Integrated Applications

Manage Integrated Application for other sites (for N-Site Users)

Level 2: Business User

Here are the changes I suggest be made to the default Business Profile

Security Zone: Processing, Block the following:

Process EOM

Process EOY

Security Zone: Preferences, block the following:

Edit Main Toolbar

Edit OnSchedule Toolbar

Edit Advanced Imaging Toolbar

Edit Image Document Toolbar

Security Zone: List Items / Setup, block the following:

Edit Practice / Site Information

View Practice / Site SmartDoc Documents

Edit Practice / Site SmartDoc Documents

Add Practice / Site SmartDoc Documents

Level 2: Clinical User

Here are the changes I suggest be made to the default Clinical Profile

Security Zone: Patient Records, block the following:

Edit Patient Notes by Other Provider

Delete Patient Notes by Other Provider

Delete Patient Notes

Delete Watch Tooth Information (optional)

Security Zone: List Items / Setup, block the following:

Add Auto Notes

Edit Auto Notes

Delete Auto Notes

Security Zone: Clinical, block the following:

Edit Perio Exams

Security Zone: Preferences, block the following:

Edit Main Toolbar

Edit OnSchedule Toolbar

Edit Advanced Imaging Toolbar

Edit Image Document Toolbar

Level 2: Cross Trained

I create a new Security Profile named " Level 2: Cross Trained".  To create this Security Profile, go to Lists>Security Profiles>New

Add the Name: Level 2: Cross Trained

Reset to Security Profile: Level 2: Business User

Here are the changes I suggest be made to the default Clinical Profile

Security Zone: Imaging, block the following:

Delete Custom Image Enhancements

Delete Example Groups

Delete Image Source Enhancements

Delete Image Templates

Security Zone: Preferences, block the following:

Edit Main Toolbar

Edit OnSchedule Toolbar

Edit Advanced Imaging Toolbar

Edit Image Document Toolbar

Level 3: Temp/Basic User

Make sure this profile does NOT have the right to Delete Images (found in the Images Security Zone)

Security Zone: Preferences, block the following:

Edit Main Toolbar

Edit OnSchedule Toolbar

Edit Advanced Imaging Toolbar

Edit Image Document Toolbar

Level 4: IT Worker/HIPPA Restricted

Other areas to consider:

One important feature of Eaglesoft is the ability to Change Date at Logon.  This feature allows a user to log out.  Then back on for an earlier date to change the Date of Service for a transaction.  This might not be something everyone should be able to do.  Decide which Security Profile(s) you want to have this ability then edit each to turn it on or off.

Security Zone: Provider

-      Date at Logon

If you want Users to have the ability to run the Recall Wizard, make sure to turn on the Processing Security Zone and enable Process Patient Recall.

Security Zone: Processing

-      Process Patient Recall

One of the Eaglesoft features I am always asked about is if creating, moving, or editing Blocks in the Schedule it can be changed with a Security Profile.  Sorry folks, the setting for the "Blocks" is the same setting for creating an appointment, so block Blocks you block Scheduling.

Level 5: Remote Access Biller

I block all areas except for the following:

Acquire Informed Consent

Add Account Alerts to Account

Add Adjustments

Add Alerts to Patient

Add Annotations

Add Auto Notes

Add Coverage Book

Add Employers

Add Fee Schedules

Add Images

Add Insurance Companies

Add Insurance Company SmartDoc Documents

Add Letters

Add Messages

Add Patient Notes

Add Patient SmartDoc Documents

Add Provider SmartDoc Documents

Add Provider Tasks

Add SmartDoc Documents belonging to other Providers

Add Treatment Plans

Age Accounts

Assign Tasks To Other Providers

Change Insurance Benefits

Chart Planned Services

Create Billing Statement Batches

Delete Adjustments

E-Claims Log

Edit Account Payments

Edit Coverage Book

Edit Credit Distribution

Edit Employer Preferences

Edit Employers

Edit Fee Schedules

Edit Individual Account Preferences

Edit Insurance Companies

Edit Letters

Edit Patient Basic Information

Edit Patient Coverage Information

Edit Patient Responsible Party

Edit Practice / Site Information

Edit Treatment Plans

E-Statement Log

Perform Walkouts

Printer Administration

Process Billing Statement Batches

Receive Account Payments

Receive Insurance Payments

Remove Account Alerts from Account

Remove Alerts from Patient

Remove All Users

Remove Duplicate Insurance Companies

System Activity Log

System Inquiry

Update Area Codes

Update Patient Signature on File

User Summary

View Account Alerts

View Account Types

View Adjustment Types

View Alert Preferences

View and Process Insurance Claims

View Annotations

View Appointment Types

View Appointments

View Auto Notes

View Contacts

View Coverage Book

View Discounts

View Document Groups

View E-Claims File

View Employer Preferences

View Employer Productivity

View Employers

View Example Groups

View Exploding Codes

View Fee Schedules

View General Preferences

View Images

View Insurance Companies

View Insurance Company SmartDoc Documents

View Insurance Preferences

View IntelliCare

View IntelliCare Preferences

View Interface Preferences

View Letters

View Medical History

View Messages

View Note Types

View Office Chairs

View OnSchedule Preferences

View Patient Accounts

View Patient Alerts

View Patient Chart

View Patient Notes

View Patient Preferences

View Patient Recalls

View Patient Wait Time

View Patients

View Payment Plans

View Payment Types

View Perio Exams

View Pharmacies

View Practice / Site SmartDoc Documents

View Preferences

View Prescription Templates

View Prescriptions

View Printing Preferences

View Productivity of Other Providers

View Provider Tasks

View Providers

View PSR Exams

View Recall Statuses List

View Recall Types

View Security Profiles

View Service Types

View Services

View Smart Notes

View SmartDoc Preferences

View Standard Fees

View Statement Preferences

View Task Categories

View Treatment Plans

View X-ray Preferences

ALL levels (other than Administrator) should be blocked from:
Security Zone: Utilities

View Messenger Log

*Database Navigator should be allowed in Security Zone: Utilities specifically for users who work with Dental Office Support of Graniteville, SC.

DISCLAIMER:

This is a resource guide and all decisions on each dental office setup should remain the sole decision of the dentist/owner of the practice. Eaglesoft is a registered trademark of Patterson Dental Company.  All other software or products mentioned are the property of their respective owners. Although Andre Shirdan was an employee of Patterson Dental, he is not associated with Eaglesoft or Patterson Dental Company or endorsed by Patterson or any other Company Mentioned in this blog.

Andre Shirdan

Andre is a compelling speaker and storyteller and delivers high-energy presentations on creating the perfect practice with humor and a genuine, down-to-earth style. He lives his message and reveals simple, effective strategies that anyone can use to get on track, build resiliency, reduce stress, and cultivate a strong dental business.

https://TheCrewProcess.com
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