NextGen Knowledge Center

Require Client Defined Fields At the Enterprise Level

You can make the client defined fields required at the enterprise level or at the practice level. When you require a field at the enterprise level, the practice-level required option is automatically selected by default and cannot be modified.

  1. Open the Enterprise Preferences, and then select Client Defined tab.
  2. The Client Defined tab displays the Client Defined fields and their settings.
  3. To require a field, do one of the following:
    • In the Require Always column, select to make this field required all the time for all practices in the enterprise. A displays in the column. If you select Require Always, the required setting is also selected in the Appt Scheduling and Chart Practice Preferences.
    • In the Require on Chart Creation column, select to make this field required on all patient charts in the enterprise. A displays in the column. If you select Require on Chart Creation, the required setting is selected in the Chart Practice Preferences for new and existing charts, too.
  4. If you are creating a chart and do not have security rights to add client-defined fields, but at the enterprise level the Require on Chart Creation column is checked, then you will not be able to create the chart.
  5. If you want to remove the requirement, select the check mark to remove it.
  6. You can select Require Always for the Race, Language, Religion, Church, and Ethnicity fields.
  7. Select OK.