Manage Provider Access

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create Template Default Sets in Run Time

The Quick Save icon enables you to create template default sets in various locations throughout the NextGen® Adaptive Content Engine. This feature enables you to save selected data fields, check boxes, and options, under a unique template default set name. On any template with the Quick Save icon, populate the data fields and then select the check boxes and options to be included in the default set. Click the Quick Save icon. The Save Template Defaults template opens. The Default Set Category field populates based on the location of the Quick Save icon. The All Specialties option is selected by default to make the template default set available for all specialties. If you want this template default set to be available only for the current specialty, select the Current Specialty Only option. The Template to Save section enables you to select the templates to be included in the set. The Save All Templates option is selected by default to save all the templates accessed in the current enc

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Update Provider Access Settings

On the Template Defaults Setup system template, select a row from the grid in the Currently Available Template Default Sets section. The existing provider access settings associated with the selected set appear in the grid in the Provider Access section. Select a row in the grid under the Provider Access section. The data in the selected row appear in the corresponding fields below the grid. Right-click and select Open. The Default Providers template opens. Make the necessary changes in the fields. Click Save and then click Close. Parent topic: Manage Provider Access

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Template Defaults Setup System Template

The Template Defaults Setup system template is the central location for managing and configuring template default sets. NextGen® Adaptive Content Engine (formerly NextGen KBM) is packaged with default sets that are used throughout the different specialties. The related Template Default Sets system template enables you to configure default sets that can later be applied to a template in run time. A default set includes specific values that populate the assigned data fields. Template default sets can also be created in run time using the Quick Save icon. To apply default values, open a template having one or more default sets, then select a default set to quickly populate the data fields with the values contained in the selected set. You can edit the values and make necessary changes in the applicable fields before saving or closing the template. The template default sets and values, including provider access information, can be added, modified or deleted in the Template Defaults Setup s

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Enter Template Default Set Values

The Template Default Set Values section displays the default values assigned to the set. The fields below the Template Default Set Values grid are used to assign default values to specific fields in the default set. Select a row from the grid in the Currently Available Template Default Sets section. The existing default values associated with the selected set appear in the grid under the Template Default Set Values section. To add a new default value in the Template Default Set Values section: Click the Template Name field and select a template from the list. Click the Field Name field to select a field from the list. In the Default Value field, enter a new default value. Click the Add Value button. The newly added value appears in the grid under the Template Default Set Values section. To update an existing default value: Highlight a grid row to modify. The data displays in the corresponding fields below the grid. Make changes as need and click Update Value. Parent topic: Template Def

Help Guide for NextGen® Enterprise PM 8

Managing Provider Information

The Provider tab appears only when one or more custom User Defined Patient Provider fields have been created in Practice Preferences. Up to 12 patient provider fields can be set up and then used to collect additional provider information for a person or patient. Information on the Provider tab is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Provider tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No For more information, go to the NextGen Healthcare Success Community, and download the following guides: For setting up User Defined Patient Provider fields in Practice Preferences, refer to the File Maintenance Preferences Guide for NextGen® Enterprise. For setting up Providers for selection in a patient provider field, refer to the File Maintenance Master Files Guide for NextGen® Enter

NextGen® Enterprise EHR Help

Managing Provider Information

The Provider tab appears only when one or more custom User Defined Patient Provider fields have been created in Practice Preferences. Up to 12 patient provider fields can be set up and then used to collect additional provider information for a person or patient. Information on the Provider tab is stored at the practice level; therefore, each practice can enter and maintain different information for a person or patient. The Provider tab is available as follows: Window: NextGen® Enterprise EHR NextGen® Enterprise PM NextGen® Optical Management Person Information Yes Yes N/A Patient Information Yes Yes No For more information, go to the NextGen Healthcare Success Community, and download the following guides: For setting up User Defined Patient Provider fields in Practice Preferences, refer to the File Maintenance Preferences Guide for NextGen® Enterprise. For setting up Providers for selection in a patient provider field, refer to the File Maintenance Master Files Guide for NextGen® Enter

Manage Provider Access

Recommendations

Create Template Default Sets in Run Time

Update Provider Access Settings

Template Defaults Setup System Template

Enter Template Default Set Values

Managing Provider Information

Managing Provider Information

Manage Provider Access

Create Template Default Sets in Run Time

Update Provider Access Settings

Template Defaults Setup System Template

Enter Template Default Set Values

Managing Provider Information

Managing Provider Information