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Intro to Security Manager
Table of contents
Table of Contents
Start SOAPware, and Log in as an administrator (Initially, User ID: administrator, and Password: administrator. Later it could be any unique password defined earlier).
The initial administrator account as well as any sample users created during training should be deleted from the system (or their passwords changed) before going live with SOAPware.
Why security?
The security system in SOAPware has been set up to help ensure only authorized users are able to access patients' information. Once a user has logged into the system, the security system will track everything the user views, and it logs all changes the user makes. Since this tracking is available, it is very important that each staff member have a unique log-in ID. For example, if a shared log-in is being used, there is no way to know what person in the office actually changed a patient's demographics or removed a medication from the chart.
In addition, there are other features in security that are important to understand.
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Password policies - can be set up to ensure passwords are secure and cannot be easily guessed. Unfortunately, it's a common practice to write passwords on post-it notes attached on or near computers. We definitely advise against this.
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Account lockout policies - can be setup to ensure that if somebody is trying to guess another user's password, it will disable the account for a period of time.
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Auto-log out - can be setup to log out a user after a certain amount of idle time has occurred. This is done to make sure that patient information is not visible.
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Options - to disable logging of certain events in the system.
Search Audit Log
Audit Logs are the way SOAPware tracks changes and events in the system such as users logging in and patient information being modified. Notice the main display has some fields at the top.
To demo, use these fields to perform a search for log-ins to the system. Click on the Transaction Type drop-down menu; Click on the Log-in menu item; and Click the Search button. Now you should see some records displayed showing all the log-ins to the system including when you logged in. To be able to search the Audit Logs, a SOAPware Standard or SOAPware Professional license is required.
Next Steps:
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Customizing Roles
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Customizing Groups
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Setting up a User account
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Customizing what to log
