Skip to main content
Kareo and PatientPop are now Tebra. Becoming Tebra will take time and we appreciate your patience as we transition to the new brand experience.Learn More
Tebra Help Center

Security Policy Options

Updated: 08/20/2020
Views: 2582

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 policy 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.
Desktop_SecurityPolicyOptions_NavigateNew.png
  1. Make the appropriate selections and enter information:
    1. Password Policy: Select the password requirements.
    2. Freeze Account: Select the amount of times a user can fail to log in before they are prompted to reset their password.
    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.
Desktop_SecurityPolicyOptions_SaveNew.png