Copy Document Type Permissions to a Group

NextGen® Document Management User Guide,

Assign Document Types to Users by Security Group

Before you begin Set up document types. For more information, go to Set Up Document Types. You can control which document types are available to each NextGen® Document Management security group. The NextGen® Document Management security groups correspond to the user groups in System Administrator. When filing a document batch, users can apply only those document types that are available to their user group. Note: Users cannot file or search for documents until you assign document types to the user groups. Only a user with administrative rights can add document types to a group. To open the Security Groups window, do one of the following: Open NextGen® Document Management, and then from the menu, select Admin > Security. Open File Maintenance, then in the Master Files section, select System > Document Management, and then select Document Types. Select the open menu button, and then select New. In the Document Type Information window, select Security. Optional: To switch between the Docu

System Administrator Help

Assign Rights to User Groups

Select a user group, and then select the Rights tab. Select the permission group or category. To view a sub-group, select the button. In the Access Rights box, select the rights to apply for the selected permissions group or subgroup. Select the Update button to save changes. Note: All rights that you have assigned at the permission group level are carried over to each sub-group and sub-category included in the selected Permission group. To assign limited rights, select a permission group. Select to clear all of the check boxes in the Access Rights box. Select the rights that should be granted universally to the entire permission group. Also, select the rights you want to limit. Do not select the rights that you do not want to grant to this group at all. Under the same permission group, select the sub-group or category for which you want to limit the rights. To view a sub-group, select the . Clear the specific rights you do not want to grant to the selected group. Repeat the previous s

NextGen® Document Management User Guide,

Set Up Document Types

Before you begin Set up the document fields. For more information, go to Set Up Document Fields. Document types can act as classifications that refer to the nature of documents or images, such as X-ray, medical record, and progress note. Open File Maintenance. In Master Files, select System > Document Management, and then select Document Types. The Document Types List window opens. Select the open menu `button, and then select New. The Document Type Information window opens. Enter the necessary details, and then select Open folder button. The Field Search window opens. Field Search window To add required fields to the document type, move the fields from the Available to the Included section, and then select OK. Note: When you add the Medical Record Number field to a document type, you must also add the Person Number field. Each document type must have one Person Number key field associated with it to serve as a unique identifier. Therefore, to associate a person number with each docume

NextGen® Document Management User Guide,

Set Up Operation Rights for Generating Reports

You can configure which user groups can generate NextGen® Document Management reports from NextGen® Document Management and NextGen® Enterprise PM. Open System Administrator. Select a user group, and then select the Rights tab. In Master Files, select System, PM, or Document Management, and then select Practices. The Practices List window opens. In the Practices list, double-click a practice. The Modify Practice Information window opens. Select Preferences. The Practice Preferences window opens. In Preferences List, select Imaging. Expand OPERATIONS, and then expand Reports. Select Doc Mgmt, and then in the Access Rights section, select Yes. You can select No to deny the user group the ability to generate NextGen® Document Management reports. Select Save. Parent topic: Configuring NextGen Document Management Security

System Administrator Help

Add a New Group

Select a practice to add a new group. From the main menu, do one of the following: Select Edit > New > Group Right-click the selected practice, then select New Group. The General tab for a new group appears on the right side of the window. In the Name field, enter the name of the new user group. If your facility requires a description, then enter a brief one for the group in the Description field. If you want to assign default NextGen® Enterprise PM User Preferences settings for all users in the group, you can select a general, location, and scheduling preferences master files. Note: If you make a selection in the PM User Prefs - Locations field and save the change, the settings of the preferences display on the Locations tab of User Maintenance for each user in the group. If you need different preferences for a user in the group, you can override the selections in these fields by making different preference selections on the user level Preferences tab. Set up rights and permissions fo

System Administrator Help

Add Existing Groups to a Practice

You can add existing groups from one practice to another. When you add existing groups to a practice, the group security rights are copied over but none of the users originally assigned to the groups are copied over. This method of adding groups is useful when you need to add a lot of groups to a new practice. Select a practice to add the existing groups. Right-click the practice, then select Add Existing Groups. The Select Group window appears. Expand the appropriate practice, and then select the check boxes of the groups you want to add to the practice. Note: If you want to select all groups in a practice, select the check box for the practice. Select Add. A message asks if you are sure you want to add the selected groups. Select Yes to add the existing group to the selected Practice. Select Exit to save the group to the practice. Add users to the groups by either creating new users or adding existing ones. See Add Existing Users to a Single Group. Parent topic: Groups

Copy Document Type Permissions to a Group

Recommendations

Assign Document Types to Users by Security Group

Assign Rights to User Groups

Set Up Document Types

Set Up Operation Rights for Generating Reports

Add a New Group

Add Existing Groups to a Practice

Assign Document Types to Users by Security Group

Assign Rights to User Groups

Set Up Document Types

Set Up Operation Rights for Generating Reports

Add a New Group

Add Existing Groups to a Practice