Restrict User Access to Modify Client-Defined Fields

File Maintenance Help for NextGen® Enterprise

Restrict Impromptu Additions to Religion and Church Fields

In addition to adding values to the client-defined fields in master lists, you can add values for Religion and Church in the Demographics tab in the Patient Information window. These added values are then included to the related master lists. Open System Administrator, and then select Edit > Find. In Find By, enter the search text, and then select Find Now. Select the appropriate user group, and then select the Rights tab. Expand Operations > General > Demographic Client Defined. Under Access Rights, select Yes or No to allow or deny the ability to create new values. Select Save. Parent topic: Set Up Selections for Client-Defined Fields

File Maintenance Help for NextGen® Enterprise 8

Restrict User Access to the Client Defined Tab

When at least one of the 14 client defined fields are labeled in the Enterprise Preferences, the Client Defined tab displays in the Add/Modify Patient Information window. Security rights determines the users ability to modify the fields on this tab. Open System Administrator, and then select the appropriate group. Select the Rights tab. Expand MODULES > General > Client Defined. Under Access Rights, select the rights you want to grant. Note: If Add is checked but Update is not, users can make a selection in the blank Client Defined fields when they open a chart. However, when they reopen the chart, any fields with values are disabled. If Update is checked but Add is not, users can make a selection in the Client Defined fields that have values. Blank fields are disabled. If a client-defined field is required but a user does not have the proper access rights to modify the field, the user cannot save patient charts. Select Save or Update. Parent topic: User Access to Client Defined Fields

File Maintenance Help for NextGen® Enterprise

Set Up Selections for Client-Defined Fields

Open File Maintenance, and then select Master Lists. The Master Lists List window opens. From Master List, select the name of the client-defined field that was entered in the Enterprise Preferences window. Select the client-defined field from Master List Select the file icon, and then select New.. The selected master lists window opens. Add Address Type Information In the Master List Defaults tab, enter a description. In the External tab, select the file icon, and then select New. Enter details in the External ID and External System fields. To add another field selection, select Next. To close the window, select OK. Restrict User Access to Modify Client-Defined Fields In System Administrator, you can restrict users' ability to add or update client-defined fields. Restrict Impromptu Additions to Religion and Church Fields From System Administrator, you can restrict users' ability to add religion and church values from the Patient Information window. Parent topic: Client-Defined Fields

File Maintenance Help for NextGen® Enterprise 8

User Access to Client Defined Fields

You can control access to the enterprise-level client-defined fields by restricting users from: Accessing the patient information Client Defined tab and making changes to the fields. Creating new values on the fly for the Religion and Church fields while they are in the patient chart. For more information on security rights, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise. Restrict User Access to the Client Defined Tab Restrict On-the-Fly Additions to Religion and Church Fields Parent topic: Set Up Selections for Client Defined Fields

Help Guide for NextGen® Enterprise PM 8

Make Client Defined Fields Required

Client Defined fields can be set up to be required at either the Enterprise level or at the Practice level. If required at the Enterprise level, users in all practices in the enterprise must enter data in the Client Defined fields for all persons (globes) and all patients (charts). There are two options available: Require Always: Makes the fields required when the demographic record is created for a person or patient. Require on Chart Creation: Makes the fields required when the chart is created for a patient. If required at the Practice level, there are two points at which users in the practice must enter data in the Client Defined fields; either when an appointment is scheduled for a person or patient, or when the chart is created for a patient. To require Client Defined fields at the enterprise level, do the following: Access Enterprise Preferences. Click the Client Defined tab. Click the Require Always column or the Require on Chart Creation column for the appropriate fields. A gre

File Maintenance Help for NextGen® Enterprise

Client-Defined Fields

You can add multiple client-defined fields at the enterprise level in the Client Defined tab in the Enterprise Preferences window. When you add a client-defined field, a corresponding master list with the same name is created in File Maintenance. You can add values to the master list from File Maintenance. Users can view and select those values from the corresponding client-defined fields. These fields are displayed in the following areas. In the Add/Modify Person/Patient Information window and on the Client Defined and Demographics tabs in NextGen® Enterprise PM and NextGen® Enterprise EHR. On the Patient Information and Demographics tabs on the patient chart and in the Appointment Details window on the Chart/Ins tab in NextGen® Enterprise PM. In the Practice Preferences, Appt Scheduling, Chart, Required on link appt, Data Repository, Patient Information, and Required Fields data field list, as well as the Form and Label Template master files in File Maintenance . Note: If Client Defi

Restrict User Access to Modify Client-Defined Fields

Recommendations

Restrict Impromptu Additions to Religion and Church Fields

Restrict User Access to the Client Defined Tab

Set Up Selections for Client-Defined Fields

User Access to Client Defined Fields

Make Client Defined Fields Required

Client-Defined Fields

Restrict User Access to Modify Client-Defined Fields

Restrict Impromptu Additions to Religion and Church Fields

Restrict User Access to the Client Defined Tab

Set Up Selections for Client-Defined Fields

User Access to Client Defined Fields

Make Client Defined Fields Required

Client-Defined Fields