Restrict On-the-Fly Additions to Religion and Church Fields

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

User Access to Client Defined Fields

You can control access to the enterprise-level client-defined fields by restricting users from: Accessing the patient information Client Defined tab and making changes to the fields. Creating new values on the fly for the Religion and Church fields while they are in the patient chart. For more information on security rights, go to NextGen Healthcare Success Community and download the latest System Administrator Guide for NextGen® Enterprise. Restrict User Access to the Client Defined Tab Restrict On-the-Fly Additions to Religion and Church Fields Parent topic: Set Up Selections for Client Defined Fields

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

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

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

Setting Up Selections for Client Defined Fields

Once you create the client-defined field names, you must add selections that will display for each field. For example, if the client-defined field is "Home Location", you would enter each location that you want to display in the drop-down list for that field on the Person/Patient Maintenance window. Adding selections causes the Client Defined tab to display when you add a new person or access the Person/Patient Maintenance window. Note: The Master List names associated with the Client Defined fields display in all enterprises. The items in the master lists are specific to the enterprise they were created in and master list items created in a particular enterprise will not be visible in other enterprises. Set Up Selections for Client Defined Fields Parent topic: Client Defined Tab

Restrict On-the-Fly Additions to Religion and Church Fields

Recommendations

Restrict User Access to the Client Defined Tab

User Access to Client Defined Fields

Client Defined Tab

Set Up Selections for Client Defined Fields

Require Client Defined Fields At the Enterprise Level

Setting Up Selections for Client Defined Fields

Restrict User Access to the Client Defined Tab

User Access to Client Defined Fields

Client Defined Tab

Set Up Selections for Client Defined Fields

Require Client Defined Fields At the Enterprise Level

Setting Up Selections for Client Defined Fields