NextGen Knowledge Center

Secure Single Batches in Batch Groups

Before you begin

  • To set up Batch Groups, you must select the Enable Batch Groups check box on the General tab of the Practice Preferences window.
  • To make the Members option available, you must select Enable batch sub-batches option in the Transactions tab of the Practice Preferences window.
Users without the appropriate security rights cannot access the transactions in the batch. You can also remove an entire enterprise batch grouping from the list if no sub-batches are secured for the current user.
You can set up batch security for the following:
  • A single batch or multiple batches at the batch header level.
  • A single batch in a batch group without multiple batches.
  • A criterion to define if the batch can be changed in any way.
  1. Open NextGen® Enterprise PM.
  2. On the main toolbar, select Posting Batch Posting Icon .
    The Batch Posting window opens.
  3. To assign batch security to an existing batch, select the appropriate batch header record.
  4. Select open menu , and do one of the following:
    • To open an existing batch, select Header.
    • To create a batch, select New > Batch.
    The Batch Maintenance window opens.
  5. To secure a single batch, enter the applicable details, and then select OK.
    The Secured To field is updated for the selected batch in the Batch Posting window.
  6. To secure a batch group, enter the applicable details, and then select OK.
Secure Single Batches in Batch Groups