Setting Up Selections for Client Defined Fields

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

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

NextGen® Enterprise EHR Help

Managing Client Defined Information

The Client Defined tab appears only when one or more custom Client Defined fields have been created in Enterprise Preferences. Up to 14 client-defined fields can be set up and then used to collect additional information for what is not already a standard field within the application. In Enterprise Preferences, each client-defined field can be set up to be required either for all persons and patients when a demographic record is created, or for all patients when a chart is created. In Practice Preferences, each client-defined field can be set up to be required either for all persons and patients when an appointment is scheduled, or for all patients when a chart is created. Information on the Client Defined tab is stored at the enterprise level; therefore, all practices in the same enterprise share the same information for a person or patient. The Client Defined tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Informat

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

Setting Up Selections for Client Defined Fields

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Set Up Selections for Client Defined Fields

Client Defined Tab

Add or Modify Client-defined Information

Managing Client Defined Information

Restrict User Access to the Client Defined Tab

User Access to Client Defined Fields

Set Up Selections for Client Defined Fields

Client Defined Tab

Add or Modify Client-defined Information

Managing Client Defined Information

Restrict User Access to the Client Defined Tab

User Access to Client Defined Fields