Set Up Sexual Orientation and Gender Identity (SOGI) Fields as Protected Content

File Maintenance Help for NextGen® Enterprise

Set Up Advanced Audit to Track Changes to Protected Content

When you set up your enterprise preferences to track protected content, the Advanced Audit Report tool records the following: The user who added or modified the record. The date the record was added or modified. The value in the field prior to modification. The value after the field is modified. In NextGen® Enterprise PM, select Admin > Advanced Audit Setup. The Advanced Audit Setup window opens. Select Enterprise Preferences > Protected Content . Select OK. Parent topic: Set Up Sexual Orientation and Gender Identity (SOGI) Fields as Protected Content

File Maintenance Help for NextGen® Enterprise 8

Identify SOGI Fields as Protected Content

The fields on Protected Content tab identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content, then a user must have the appropriate security permissions in System Administrator to view the field data. For example, a patient identifies their current gender as Male and their preferred pronoun as She or They. When you select the Preferred Pronoun field, only then users with the appropriate security permissions can view the data in the Preferred Pronoun field. To access this tab use one of the following paths: In NextGen® Enterprise PM, select Preferences > Enterprise Preferences > Protected Content. In File Maintenance, select Master Files > System > Enterprises. Select the applicable Enterprise and then Preferences > Protected Content. The Enterprise Preferences > Protected Content tab opens. To identify field data as protected content, select one or more of the following fields: Current Gender Gender Identity Preferre

File Maintenance Help for NextGen® Enterprise 8

Protected Content Tab

The protected content settings provide you with the ability to limit users who can view data that identifies a person/patient's Sexual Orientation and Gender Identity (SOGI). When any of these fields are selected as Protected, only users with the applicable security permissions can view the data in these fields. When the user does not have the security rights to view this data Protected Content displays in these fields. The SOGI fields are: Current Gender Gender Identity Preferred Pronoun Sexual Orientation Identify SOGI Fields as Protected Content You can identify and set fields as protected content and give appropriate security permission. Set Up Advanced Audit to Track Protected Content Changes Windows with SOGI Fields Reports with SOGI Fields Parent topic: Enterprise Preferences

System Administrator Help

Display Protected Content Operation

Sexual Orientation and Gender Identity (SOGI) fields capture data for sexual orientation, gender identity, current gender, and preferred pronoun. You can choose to display or protect the content in these fields by using the security settings found under Rights > Operations > Display Protected Content. You can configure the user group rights so that: A user group can see all of the data in all of the fields. A user group can see data in only one or more of these fields. A user group cannot see any of the data in any of these fields. Review the following information to setup the data configuration for your practice. Subgroup Used in Description Current Gender NextGen® Enterprise PM, NextGen® Enterprise, NextGen Optical Management, and NextGen Document Management When set to Yes, the values in the Current Gender field displays in the following applications: NextGen® Enterprise PM, NextGen® Enterprise, NextGen® Optical Management and NextGen® Document Management. When set to No, the words

System Administrator User Guide

Display Protected Content Operation

Sexual Orientation and Gender Identity (SOGI) fields capture data for sexual orientation, gender identity, current gender, and preferred pronoun. You can choose to display or protect the content in these fields by using the security settings found under Rights > Operations > Display Protected Content. You can configure the user group rights so that: A user group can see all of the data in all of the fields. A user group can see data in only one or more of these fields. A user group cannot see any of the data in any of these fields. Review the following information to setup the data configuration for your practice. Subgroup Used in Description Current Gender NextGen® Enterprise PM, NextGen® Enterprise, NextGen Optical Management, and NextGen Document Management When set to Yes, the values in the Current Gender field displays in the following applications: NextGen® Enterprise PM, NextGen® Enterprise, NextGen® Optical Management and NextGen® Document Management. When set to No, the words

NextGen® Enterprise EHR Help

Viewing Patient's General Information

The patient's general information includes the patient's photo, name and preferred name; these elements are non-configurable. You can configure other demographic and non-demographic information to display on the Patient Information Card (PIC). You can configure the locations where various types of data points are displayed, including: date of birth, age, gender, preferred pronouns, address, contact information, marital status, spouse name, number of children, and smoking history, to name a few. Important: Sexual Orientation and Gender Identity (SOGI) information is unprotected and visible to any user by default. The system administrator can configure the protected content settings in the Enterprise Preferences window in File Maintenance, which makes the patient's SOGI information appear as Protected Content in NextGen® Enterprise EHR. To view such protected content as a user, you require adequate security permissions. For more information on protected content, go to NextGen Healthcare

Set Up Sexual Orientation and Gender Identity (SOGI) Fields as Protected Content

Recommendations

Set Up Advanced Audit to Track Changes to Protected Content

Identify SOGI Fields as Protected Content

Protected Content Tab

Display Protected Content Operation

Display Protected Content Operation

Viewing Patient's General Information

Set Up Sexual Orientation and Gender Identity (SOGI) Fields as Protected Content

Set Up Advanced Audit to Track Changes to Protected Content

Identify SOGI Fields as Protected Content

Protected Content Tab

Display Protected Content Operation

Display Protected Content Operation

Viewing Patient's General Information