Dentrix Enterprise

Security Rights/Restrict Users from creating new insurance carriers

We would like to restrict certain users in Security Rights from creating new insurance carriers in Dentrix. Currently, the security right "Insurance Plans, Add New/Edit Info" seems to be the correct option, however when you remove this right it doesn not allow the user to add an insurance to the family file.

Currently, because everyone has access to create new carriers, we have a lot of insurance clean up to do. We want to consolidate which users will have the rights to create new carriers, only if and when necessary.

  • Guest
  • May 13 2022
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