Loading...
Recommendations
Explore
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 file
icon, and then select
New.
.
The selected master lists window opens.
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.
Set Up Selections for Client-Defined Fields
File Maintenance Help for NextGen® Enterprise
Set Up Client-Defined Fields
To open the Enterprise Preferences window, do one of the following: From NextGen® Enterprise PM, select Admin > > Preferences > Enterprise. From File Maintenance, select Master Files > System > Enterprises, and from the list, choose an enterprise and then select Preferences. From Preference List, select Client Defined. The Client Defined tab displays various fields and settings. Note: If you are licensed for Chart Tracking, the first four client defined fields are specifically used for this tracking. In the Client Defined Label column, enter names for the fields. The client-defined field names are displayed in the Add/Modify Person/Patient Information window. You can modify the labels of only the first 14 client-defined fields. To make a field mandatory, do one of the following: To make a field mandatory for all practices, select the Require Always column. A check mark appears in the column. The required setting is also selected in the Appt Scheduling and Chart Practice Preferences. To
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
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
File Maintenance Help for NextGen® Enterprise
Restrict User Access to Modify Client-Defined Fields
When at least one of the 14 client-defined fields are labeled in Enterprise Preferences, the Client Defined tab appears in the Add/Modify Patient Information window. Security rights determines a user's 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. If Add is selected but Update is not, users can make a selection for blank client-defined fields when they open a chart. However, when they reopen the chart, the fields with values cannot be updated. If Update is selected but Add is not, users can make a selection in the client-defined fields that have values. Blank fields are not available. If a client-defined field is required but a user does not have access to modify the field, the user cannot save patient charts. Select Save. Parent topic: Set Up Selections for Client-Defined Fields
File Maintenance Help for NextGen® Enterprise 8
Set Up Selections for Client Defined Fields
In File Maintenance, select Master Lists from the list launcher. The Master Lists List window opens. Select the drop-down arrow in the Master List field and scroll to the field name you entered from the Enterprise Preferences window. Select the field name for which you want to create selections. Select on and select New.. The selected master lists window opens. Enter the description in the Description field. Select External tab and select the open menu . Select New and enter details in the External ID and External System fields. Do one of the following: To add another field selection, select Next. To close the window, select OK. User Access to Client Defined Fields Parent topic: Setting Up Selections for Client Defined Fields
File Maintenance Help for NextGen® Enterprise 8
Restrict On-the-Fly Additions to Religion and Church Fields
You can add values for the client-defined fields in the master lists. You can also add values on the fly for Religion and Church fields on the Patient Information window Demographics tab. These on-the-fly values are then added to the related master lists. You can limit the users access to add values on the fly or not. Open System Administrator. Go to Edit > Find. Select the appropriate Find By and type the search text in the field and select Find Now. Select the appropriate user group. 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 or Update. Parent topic: User Access to Client Defined Fields
