User Preferences


One of the most useful features of the QuickPractice software lies in its ability to allow the creation of separate user accounts, much in the same way as Microsoft Windows allows for the creation of separate accounts, each of which is often linked to a unique password. Similarly, by setting up different users for your QuickPractice software, you as the administrator can control which software features the user has access to and which ones are restricted.

For example, you might wish to create a user that is granted the ability to post changes and payments, but does not have the ability to view sensitive documents such as accounts receivable reports.

Refer to the following screenshots and instructions as a reference for setting up and editing multiple QuickPractice users.  

1. To create a new user account click on the Add user button located on the left hand side of the User Preferences window. If you wish to edit or delete an exiting user's account, highlight the user from the list on the left and click Add or Edit.

2. Specify a user name and a password and then click "OK. The password in the confirmation box must match what is typed into the password field.

3. You may chose to grant full rights to your new user, or by removing the check mark from the Full Rights box, you may navigate through the expanded users right's tabs to chose which of the software functions the user account will have access to.


By checking or unchecking any of the following Practice Level Permissions, you can grant your user the ability to access any of the following features and areas in your QuickPractice software.

  • Practice/Provider Info
  • Preferences Info
  • Show Reminders
  • Backup
  • Utilities
  • Reports
  • Statistics
  • Marketing
  • Forms
  • Codes
  • Lists


Likewise, you make choose to restrict or grant access to certain Patient Level Permissions within the software.

  • Patients
  • S.O.A.P Notes
  • Appointments
  • Charge Transactions
  • Payment Transactions
  • Patient Billing
  • Insurance Billing
  • Electronic Billing
  • Re-Bills/Tracers