Using the Security Administrator Account in EHR 24/7

If you need to access security settings, administrative options, or manage users in Office Ally, follow the steps below. The Security Administrator account is primarily used to grant and manage providers or staff access to Office Ally applications so they can perform their roles. It also provides access to additional security and administrative tools.  

Before We Begin

Before using the Security Administrator account, ensure you are logged into EHR 24/7 using the Security Administrator credentials

Accessing the Security Administrator Menu

When logged in as the Security Administrator, you will notice the top menu contains a single option: Manage Office.  
All available settings are accessed from this menu.

Manage Users

The first section under the Admin menu is Manage Users. The basic instructions for adding a user are covered in: Add a New User in Practice Mate. Below are additional advanced settings available when adding or editing a user:

1. Advanced User Settings

•  While adding or editing a user, scroll to the bottom of the first page and click Show advanced settings.

2. Send Email Confirmations

• Select this checkbox to send claim submission notices and other Office Ally notifications to the user’s email address.

3. Departments

• Click Department List to create departments.

• Enter the department name and click Add.

• Once added, departments will be available in the drop-down list and can be assigned to users.

4. User Access Hours

• Check Limited access to restrict when a user can access the account.

• Set specific days and times the user is allowed access.

• The user will not be able to log in outside of the defined hours.

5. EPCS Settings (Electronic Prescribing of Controlled Substances)

• Select EPCS Enroller or EPCS Approver to assign EPCS roles to the user.

• For detailed instructions, see: How to Set Up an EPCS Enroller/Approver.

Credit Card Settings

This section is no longer functional. Office Ally partners with Stripe for credit card processing.  
For more information, see:  
Video | Service Center Payments.

Direct Service Settings

Use this section to configure Direct Messaging with Updox.  
For assistance with setup, contact Office Ally Support.

Security Audit Logs

1. Security Audit Log (New)

• Run reports to audit user activity within your account.

• Reports can be filtered by actions, users, and patients.

• Data is available for activity recorded after February 10, 2018.

• This functions similarly to the Audit Log in a standard admin account but includes expanded reporting options.

2. Security Audit Log (Legacy)

• An older version of the audit log.

• Contains fewer reporting and filtering options than the newer version.

Security Alerts

Enable alerts by selecting checkboxes for specific events, including:

• Delete Patient

• Delete Patient Encounter

• Denied Access

• Emergency Access

• Create User

• Update User

• Delete User

User Section

1. User Information

• View the Security Administrator’s username, name, phone number, and email address.

2. Change Password

• Reset the password for the Security Administrator account.

Providers

View and edit information for providers associated with the account.

Staff

View and edit information for staff users.

ePrescribe

• Manage Pharmacies.

• Add pharmacies to your Favorites list.

Pay Office Ally Bill

• Click Pay Bill to submit a payment.

• Select Statements/Invoices to view billing statements and invoices.

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