Add Access To Reports

Access to Reports – Dentrix

**See last PAGE FOR ACCESS BASED ON JOB OR ROLE**

1. Click on DX One Reports.

1. Click on Security. (wait for it to load. 1-2 business days haha lol jk lmao)

1. Search by Dentrix id… first letter only.
   1. Patient Concierge “fd_XXX”
   2. Dental Assistant (DA) “da_XXX”
   3. TC (Treatment Coordinator) “cm_XXX or om_XXX”
   4. GM (General Manager) “cm_XXX”
   5. Insurance Dept. “in_XXX”
   6. Finance “fn_XXX”
   7. Viewgol “vg _XXXX”
   8. iSpace “is_XXXX”

1. Find report on bottom left column.
2. Give all rights to report.
3. Select all clinics
4. Select all providers/staff.

**IF USER IS A PROVIDER SEE NEXT STEP**

1. For providers, folllow steps 4-6 
2. Click on ‘Highlight selected user’

*DAY SHEET – ALL VERSIONS