Require Client Defined Fields At the Practice Level

File Maintenance Help for NextGen® Enterprise 8

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. Open the Enterprise Preferences, and then select Client Defined tab. The Client Defined tab displays the Client Defined fields and their settings. 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. If you are crea

File Maintenance Help for NextGen® Enterprise 8

Client Defined Tab

The Client Defined tab enables you to add multiple client-defined fields at the enterprise level. These fields display in various areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. When you add a client-defined field, a corresponding master list with the same name is created. The values you add to the master lists become the values users can select when the client-defined fields display in the following areas of NextGen® Enterprise EHR and NextGen® Enterprise PM. In NextGen® Enterprise PM and NextGen® Enterprise EHR Add/Modify Person/Patient Information window, on the Client Defined tab and the Demographics tab. In NextGen® Enterprise PM Patient Chart Patient Information tab and Demographics tab. Also on the NextGen® Enterprise PM Appointment Details window, on the Chart/Ins tab. In File Maintenance Practice Preferences, Appt Scheduling, Chart, Required on link appt, Data Repository, Patient Information, Required Fields data field list, and Form and Label Template master file

Help Guide for NextGen® Enterprise PM 8

Require UDS Fields at the Practice Level

Access NextGen® Enterprise PM. Enable UDS fields for the enterprise. From the Admin menu, select Preferences, and then Practice. The Practice Preferences window opens. From the Preference List on the left, do one of the following: If you require UDS fields when appointments are scheduled, select Appt Scheduling. If you require UDS fields when charts are created, select Chart. To require specific UDS fields, select the check box for those fields In the Required Fields section. A green check mark indicates the field is required. Required Fields To save changes and close the window, select OK. Note: The UDS fields are available for selection in Practice Preferences in Appt Scheduling or Chart only when the Display person UDS fields check box is selected in Enterprise Preferences > UDS. If specific fields are set as required in Enterprise Preferences, then they are automatically required in Practice Preferences and the requirement cannot be removed. Parent topic: Enabling and Requiring UDS

Help Guide for NextGen® Enterprise PM 8

UDF Tab

The UDF (User Defined Fields) tab on the Add/Edit Appointment window displays information entered in practice-level Chart User Defined fields and/or enterprise-level Client Defined fields for the patient. Practice-level UDF fields are created in Practice Preferences > Chart. There are eight fields available. Patient information is entered in these fields on the Chart > Patient Information tab > Chart Details sub-tab. Enterprise-level UDF fields are created in Enterprise Preferences > Client Defined tab. There are fourteen fields available. Patient information is entered in these fields on the Add/Modify Patient Information window > Client Defined tab. Parent topic: Appointment Information

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 8

Chart Practice Preferences

The Chart Practice Preferences enable you to set default information for the charts used in your practice and all related service locations. Chart Practice Preferences Fields Description for fields for setting the chart practice preferences. Set the Payer Default for Release of Information Parent topic: Practice Preferences

Require Client Defined Fields At the Practice Level

Recommendations

Require Client Defined Fields At the Enterprise Level

Client Defined Tab

Require UDS Fields at the Practice Level

UDF Tab

Restrict User Access to the Client Defined Tab

Chart Practice Preferences

Require Client Defined Fields At the Enterprise Level

Client Defined Tab

Require UDS Fields at the Practice Level

UDF Tab

Restrict User Access to the Client Defined Tab

Chart Practice Preferences