Add a New Online Profile
When you create a new profile, you can add users or groups of users to the profile. You can also apply the Do Not Reply feature to the profile.
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File Maintenance Help for NextGen® Enterprise 8
You can make a copy of an existing profile and modify it to create a new online profile by: Adding or removing users and groups Changing the Do Not Reply option Open the Online Profiles window. Right-click the profile name, and then select Copy <profile name>. Note: You can also select the profile name and select Copy <profile name> from the Actions menu. A new profile opens in the left pane. Perform any or all of the following actions: Change the profile name. Add users or user groups that you want to designate as members of the profile. You can also search for users or user groups by typing the first, last, or the partial name in the Search user and groups field and selecting Search. To select all users and groups, right-click in the users and groups list, and then select Select All. To clear all check boxes for users and groups, right-click in the users and groups list, and then select Select None. Clear the check boxes for users and groups that you do not want to designate as membeCopy an Online Profile
File Maintenance Help for NextGen® Enterprise 8
You can delete online profiles that you do not use. Access the Online Profiles window. Right-click the profile name, and then select Remove Online Profile. You can also select the profile name and select Remove Online Profile from the Actions menu. A confirmation message opens. Select Yes. The strikethrough formatting is applied to the profile name. Select Save. Parent topic: Online ProfilesDelete an Online Profile
File Maintenance Help for NextGen® Enterprise 8
You can access Online Profiles from Patient Portal Master Files. Open File Maintenance. Under Master Files, select Patient Portal, and then select Online Profiles. The Online Profiles window opens. Parent topic: Online ProfilesAccess Online Profiles
File Maintenance Help for NextGen® Enterprise 8
An Online Profile works similar to an email distribution list. You can create a profile with a generic name and add users to the profile. This profile can then be selected in the From field, when composing, replying to, or forwarding messages in NextGen® Enterprise EHR and NextGen® Enterprise PM. When a patient replies to a message received from an online profile, all users belonging to the online profile will receive the message. You can also apply the Do Not Reply feature to an online profile so that patients cannot reply to the message. This setting can be managed in NextGen® Enterprise EHR or NextGen® Enterprise PM. For more information about the use of Online Profiles and Do Not Reply option in NextGen® Enterprise EHR and NextGen® Enterprise PM, go to the NextGen Healthcare Success Community and download the latest NextGen® PxP Portal Provider Guide for NextGen® Enterprise EHR and NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM. Access Online Profiles Add a New OnlinOnline Profiles
System Administrator Help
You can add existing users to another group in any practice. Use the following steps when there is only one group that you want to add users to. For example, you might want to add existing users to a newly created group. Note: If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Select the group that you want to add an existing user to. Right-click the group, then select Add Existing User. The Select User window appears. An icon appears next to the users that are already members of the group. Select the user you want to add. Note: To search for a user, do the following in the order listed: First, select Find. On the Find window, select whether you want to search by last name, first name, or user ID. Enter the search criteria in the text box. The search results display in the User and Practice list. In the list, select the user you want to add, then select OK to return to the Select User window. SAdd Existing Users to a Single Group
NextGen® Enterprise EHR Template Editor Help 8
On the Profiles window, select Add Profile. A message appears saying A copy of a default profile will be created. New Profile Select OK. In the Profiles section, Profile is added to the top of the list. The Properties section displays the default values for a new profile. View the properties in a categorized or alphabetical list. In the Name box, enter the name for the new profile in place of Profile. This name also replaces the name in the Properties section. Note: Do not use an existing profile name. In the Description box, enter a description of the new profile in place of Profile. The description also replaces the default name in the Profiles section. Note: Do not use an existing profile description. Select Save. Select Close if you have completed all actions on the Profiles window. Parent topic: Communication Profiles