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Kareo Help Center

Security Policy Options

Updated: 02/12/2020
Views: 1401

Security Policy Options applies to your account and all practices associated with it. This is important for proper compliance with the patient privacy regulations of the Health Insurance Portability and Accountability Act of 1996 (HIPAA). The Desktop Application (PM) has a set of basic defaults that meet the needs of most accounts; however, System Administrators have the option to change the default settings at any time. These options allow you to:

  • Define password requirements  
  • Set user account lockout policies after failed login attempts
  • Configure automatic application locking due to inactivity
  • Specify contact information for lockout or password problems

Security Policy Options

  1. Click Settings > Options > Security Policy Options. The Edit Security Policy Options window opens.
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  1. Make the appropriate selections and enter information:
    1. Password Policy: Select the password requirements.
    2. Account Lockout: Select the amount of simultaneous failed user attempts to log in before the user account is locked.
    3. Application Locking: Select the length of inactivity after which the application is locked.
    4. Support Contact: Enter the Contact Phone and Contact Email for the staff member (e.g., System Administrator) that should be contacted in regards to user account lockout or password issues. 
  2. Click Save.
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