Set Up Operation Rights for Generating Reports

NextGen® Document Management User Guide,

Configure Operation Rights for Imaging Tasks

You can configure the image-related functions that a group of users can perform in NextGen® Document Management. 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 Imaging. In the Access Rights section, select Yes.You can select No to deny the selected operation right for the user group. Note: When users belong to two groups that have their operation rights set differently from each other, then the Yes option prevails over the No option. Select Save. Imaging Operation Rights List List of the image-related functions for NextGen® Document Management and their descriptions. Parent topic: Configuring NextGen Document Manag

NextGen® Document Management Help,

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

NextGen® Document Management User Guide,

Configuring NextGen® Document Management Security

For NextGen® Document Management usage, you can configure the following for security controls: You can restrict users based on the document type. You can use network impersonation to restrict network access to image and document files. Network impersonation is a security process that controls user access to the image and document files stored in the Network Share Location folder. In NextGen® Document Management, you can use the username and password configured in enterprise preferences when you manipulate files in Windows® . You can set up operation rights to NextGen® Document Management imaging and report functions for user groups in System Administrator. You can manage access rights related to the scan templates for the security groups in System Administrator. Note: You must have the Modify permission to access the NextGen® Document Management images. Configure Operation Rights for Imaging Tasks You can configure operation rights for user groups to control image-related functions. Se

NextGen® Document Management Help,

Configure Operation Rights for Imaging Tasks

You can configure the image-related functions that a group of users can perform in NextGen® Document Management. 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 Imaging. In the Access Rights section, select Yes.You can select No to deny the selected operation right for the user group. Note: When users belong to two groups that have their operation rights set differently from each other, then the Yes option prevails over the No option. Select Save. Imaging Operation Rights List List of the image-related functions for NextGen® Document Management and their descriptions. Parent topic: Configuring NextGen Document Manag

NextGen® Document Management Help,

Configuring NextGen® Document Management Security

For NextGen® Document Management usage, you can configure the following for security controls: You can restrict users based on the document type. You can use network impersonation to restrict network access to image and document files. Network impersonation is a security process that controls user access to the image and document files stored in the Network Share Location folder. In NextGen® Document Management, you can use the username and password configured in enterprise preferences when you manipulate files in Windows® . You can set up operation rights to NextGen® Document Management imaging and report functions for user groups in System Administrator. You can manage access rights related to the scan templates for the security groups in System Administrator. Note: You must have the Modify permission to access the NextGen® Document Management images. Configure Operation Rights for Imaging Tasks You can configure operation rights for user groups to control image-related functions. Se

NextGen® Document Management User Guide,

Generate NextGen Document Management Reports

Open NextGen® Document Management. Select Reports, and then select the report that you want to generate. The corresponding report filter window opens. In the Settings List section, select the tabs, and then configure the columns, filters, sorting order, and any additional criteria for the report. To configure how the report calculates totals, select Totals. To customize the number display and print options for the report, select Options. To customize the report header and footer, select Head/Foot. To save the selected criteria, select Save. Select OK. The report is generated based on the selected criteria. Parent topic: Generating Reports

Set Up Operation Rights for Generating Reports

Recommendations

Configure Operation Rights for Imaging Tasks

Set Up Operation Rights for Generating Reports

Configuring NextGen® Document Management Security

Configure Operation Rights for Imaging Tasks

Configuring NextGen® Document Management Security

Generate NextGen Document Management Reports

Set Up Operation Rights for Generating Reports

Configure Operation Rights for Imaging Tasks

Set Up Operation Rights for Generating Reports

Configuring NextGen® Document Management Security

Configure Operation Rights for Imaging Tasks

Configuring NextGen® Document Management Security

Generate NextGen Document Management Reports