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Tebra Help Center

Security Policy Options

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Updated: 01/24/2025 | Views: 2897

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

Navigate to Security Policy Options

  • Click Settings > Options > Security Policy Options. The Edit Security Policy Options window opens.
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Edit Security Policy Options

  1. Password Policy section: Enter the information and make the appropriate selections for the password requirements.
  2. Freeze Account section: Enter the amount of times a user can fail to log in before they are prompted to reset their password.
  3. Application Locking section: Enter the length of inactivity time (in minutes) after which the application is locked.
  4. Support Contact section:
    • Contact Phone and Email: Enter the contact information for the staff member (e.g., System Administrator) that should be contacted in regards to user account lockout or password issues.
  5. Click Save when finished.
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