User Access to Client Defined 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

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

Restrict User Access to Modify Client-Defined Fields

When at least one of the 14 client-defined fields are labeled in Enterprise Preferences, the Client Defined tab appears in the Add/Modify Patient Information window. Security rights determines a user's 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. If Add is selected but Update is not, users can make a selection for blank client-defined fields when they open a chart. However, when they reopen the chart, the fields with values cannot be updated. If Update is selected but Add is not, users can make a selection in the client-defined fields that have values. Blank fields are not available. If a client-defined field is required but a user does not have access to modify the field, the user cannot save patient charts. Select Save. 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

Restrict Impromptu Additions to Religion and Church Fields

In addition to adding values to the client-defined fields in master lists, you can add values for Religion and Church in the Demographics tab in the Patient Information window. These added values are then included to the related master lists. Open System Administrator, and then select Edit > Find. In Find By, enter the search text, and then select Find Now. Select the appropriate user group, and then 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. Parent topic: Set Up Selections for Client-Defined Fields

File Maintenance Help for NextGen® Enterprise

Set Up Selections for Client-Defined Fields

Open File Maintenance, and then select Master Lists. The Master Lists List window opens. From Master List, select the name of the client-defined field that was entered in the Enterprise Preferences window. Select the client-defined field from Master List Select the file icon, and then select New.. The selected master lists window opens. Add Address Type Information In the Master List Defaults tab, enter a description. In the External tab, select the file icon, and then select New. Enter details in the External ID and External System fields. To add another field selection, select Next. To close the window, select OK. Restrict User Access to Modify Client-Defined Fields In System Administrator, you can restrict users' ability to add or update client-defined fields. Restrict Impromptu Additions to Religion and Church Fields From System Administrator, you can restrict users' ability to add religion and church values from the Patient Information window. Parent topic: Client-Defined Fields

User Access to Client Defined Fields

Recommendations

Restrict User Access to the Client Defined Tab

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

Restrict User Access to Modify Client-Defined Fields

Client Defined Tab

Restrict Impromptu Additions to Religion and Church Fields

Set Up Selections for Client-Defined Fields

User Access to Client Defined Fields

Restrict User Access to the Client Defined Tab

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

Restrict User Access to Modify Client-Defined Fields

Client Defined Tab

Restrict Impromptu Additions to Religion and Church Fields

Set Up Selections for Client-Defined Fields