Using the Security Administrator Account in Practice Mate

If you need to manage users, access security settings, or configure administrative options in Office Ally, follow the steps below. The Security Administrator account is used to grant and control access for providers and staff across Office Ally applications and provides additional security and administrative tools.

Before We Begin

Before using the Security Administrator account, ensure you are signed in using Security Administrator credentials

Accessing Company Settings

1. Change Password

• Navigate to the Company Settings section.

• Under Company Settings, select Change Password.

• Use this option to reset the password for the Security Administrator account.

2. Security Audit Log (New)

• Select Security Audit Log (New) to run audit reports on user activity.

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

• This report includes data captured after February 10, 2018.

• This functions similarly to the Audit Log Report available to standard admin accounts, with additional filtering options.

3. Security Audit Log (Legacy)

• This is the older version of the audit log.

• It offers fewer reporting options compared to Security Audit Log (New).

4. Credit Card Settings

• This section is no longer functional.

• Office Ally partners with Stripe for payment processing.

• For more information, see: Video | Service Center - Payments.

Viewing Security Administrator Information

1. User Information

• Under the User section, you can view the Security Administrator’s:  

• Username

• Name

• Phone number

• Email address

2. Change Password (User Section)

• A second Change Password option is available here to reset the Security Administrator password.

Managing Users

1. Manage Users

• Navigate to Manage Office, then select Manage Users under List Maintenance.

• This is where you add, edit, and manage users who can access your account.

• For basic instructions, see: Add a New User in Practice Mate.

2. Advanced User Settings

• While adding or editing a user, scroll to the bottom of the first page.

• Click Show advanced settings to expand additional options.

• Available advanced settings include:

• Send Email Confirmations

• Sends claim submission notifications and other Office Ally emails to the user’s email address.

• Departments

• Click Department List to create departments.

• Enter a department name and click Add.

• Departments will appear in the drop-down once added.

• User Access Hours

• Check Limited access to restrict login days and times.

• Users will not be able to access the account outside the defined hours.

• EPCS Settings

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

• For more details, see: How to Set Up an EPCS Enroller/Approver.

Managing Providers and Staff

1. Providers

• View and edit provider records from the Providers section.

2. Staff

• View and edit staff user records from the Staff section.

ePrescribing Settings

ePrescribe

• Access pharmacy records.

• Add pharmacies to your Favorites list for easier selection.

Billing and Payments

1. Pay Office Ally Bill

• Click Pay Bill to submit payment.

• Select Statements/Invoices to view current and past billing statements.

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