Restrict User Access to the Client Defined Tab

File Maintenance Help for NextGen® Enterprise 8

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

You can add values for the client-defined fields in the master lists. You can also add values on the fly for Religion and Church fields on the Patient Information window Demographics tab. These on-the-fly values are then added to the related master lists. You can limit the users access to add values on the fly or not. Open System Administrator. Go to Edit > Find. Select the appropriate Find By and type the search text in the field and select Find Now. Select the appropriate user group. select the Rights tab. Expand Operations > General > Demographic Client Defined. Under Access Rights, select Yes or No to allow or deny the ability to create new values. 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

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

NextGen® Enterprise EHR Help

Add or Modify Client-defined Information

Open the Person Information or Patient Information window for the desired person or patient. Select the Client Defined tab. In each of 14 Client Defined fields, select an item. Note: Enterprise-level, client-defined fields are labeled in Enterprise Preferences. Items available for selection in each field are from the corresponding Master List in File Maintenance. To save changes and close the window, select OK. Parent topic: Managing Client Defined Information

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

Restrict User Access to the Client Defined Tab

Recommendations

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

User Access to Client Defined Fields

Require Client Defined Fields At the Enterprise Level

Client Defined Tab

Add or Modify Client-defined Information

UDF Tab

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

User Access to Client Defined Fields

Require Client Defined Fields At the Enterprise Level

Client Defined Tab

Add or Modify Client-defined Information

UDF Tab