Configure User Access Rights

User Rights	Configuration Steps
Ability to open the Data Share module	OPERATIONS > Medical Summary/Data Share > Access Rights
Ability to configure Data Share module settings	OPERATIONS > Medical Summary/Data Share > Allow Options Edit
Ability to include previously excluded data and confidential lab information	OPERATIONS > Medical Summary/Data Share > Include Excluded Data
Ability to configure practice filters	OPERATIONS > Medical Summary/Data Share > Allow Updating Practice Filters
Ability to configure content exclusions for diagnoses and problems	MODULES > Medical Summary/Data Share > Diagnosis/Problems filter
Ability to configure content exclusions for medications	MODULES > Medical Summary/Data Share > Medication filter
Ability to configure content exclusions for procedures	MODULES > Medical Summary/Data Share > Procedure filter

NextGen® Enterprise EHR Help

Configuring the Environment for the Data Share Module

You can use System Administrator to configure global settings for the Data Share module that control Whether to use the enhanced or original version of the Data Share module. Which HIE Gateway instance to use. Which users are allowed to perform various actions. Select the Data Share Module Version You can select whether to use the original or enhanced version of the Data Share module. The original version is specific toNextGen® Share Carequality Service, whereas the enhanced version supports a variety of endpoints in addition to Carequality. Choose the HIE Gateway Instance You can use System Administrator to specify which HIE Gateway instance is used by the Data Share module and the Medical Summary Utility. Configure User Access Rights You can use System Administrator to specify which user groups are allowed to run the Data Share module and which actions they can perform. These rights also apply to the Medical Summary Utility. Parent topic: Data Share Module

System Administrator Help

Medical Summary/Data Share Module

The Medical Summary/Data Share module subgroup in the System Administrator application controls access to features of the Data Share module and Medical Summary Utility. Subgroup Used in Description Allow Options Edit NextGen® Enterprise EHR Data Share module and Medical Summary Utility The option enables users to access the Medical Summary Utility Settings window. Allow Updating Practice Filters NextGen® Enterprise EHR Data Share module and Medical Summary Utility This option enables users to define practice filters (for a specific practice) in File Maintenance. When this option is turned on or set to Yes, users can create, update, or delete practice filters. Include Excluded Data NextGen® Enterprise EHR Data Share module and Medical Summary Utility This option enables users to include excluded data and confidential lab information in the Medical Summary Utility when generating documents. For more information, go to NextGen Healthcare Success Community, and download the Data Share Modu

System Administrator Help

Medical Summary/Data Share Operation

The Medical Summary/Data Share Operations subgroup in the System Administrator application enables users to access the NextGen® Enterprise EHR Medical Summary Utility and the Data Share Module. Subgroup Used in Description Allow Options Edit NextGen® Enterprise EHR Data Share module and Medical Summary Utility The option enables users to access the Medical Summary Utility Settings window. Allow Updating Practice Filters NextGen® Enterprise EHR Data Share module and Medical Summary Utility This option enables users to define practice filters (for a specific practice) in File Maintenance. When this option is turned on or set to Yes, users can create, update, or delete practice filters. Include Excluded Data NextGen® Enterprise EHR Data Share module and Medical Summary Utility This option enables users to include excluded data and confidential lab information in the Medical Summary Utility when generating documents. Parent topic: Subgroups of the Operations Permissions Group

NextGen® Enterprise EHR Help

Enable Users to Update Practice Filters

You can control whether selected users can configure practice filters in the Data Share moduleData Share module. Open System Administrator. In the left pane, expand a practice, and select a user group. In the right pane, select the Rights tab. Select OPERATIONS > Medical Summary/Data Share > Allow Updating Practice Filters. Allow Updating Practice Filters Right Under Access Rights, select Yes or No. This right allows the user to create, edit, or delete practice filters. Select Save. Parent topic: Configuring Clinical Data Filters

NextGen® Enterprise EHR Help

Configuring Clinical Data Filters

Clinical information filters enable you to quickly select the types of clinical data to include in an export. By defining a filter for repeated use, you can ensure that exported documents include required categories of information, such as information required for Meaningful Use compliance. Clinical information filters are available only when you set the Export Type option to Manual Data Selection. Manual Data Selection Export Type Clinical information filters do not exclude items from the Clinical Information list. Rather, these filters cause selected categories of items in the Clinical Information list to be preselected for export. Even if a filter has been applied, you are still free to select or clear individual items in the list. Types of Clinical Data Filters The Data Share module provides several types of clinical data filters, including the clinical context filter, quick filters, user filters, and practice filters. Precedence of Default Filters If you do not select a clinical d

NextGen® Enterprise EHR Help

Configure Data Share Module Settings

You can configure settings that affect all users of the Data Share module. To configure these settings, your account must have the OPERATIONS > Medical Summary/Data Share > Allow Options Edit right enabled in System Administrator. Note: Data Share module settings also affect the Medical Summary Utility. In the Data Share pane, select Open the Data Share Settings Slider Open the Data Share Settings Slider. Open the Data Share Settings Slider A pane opens to display configuration settings for the Data Share module. Data Share Settings Pane View or modify the values of any options. Select Apply or Cancel. The settings pane closes. Set Limits on Attachments You can use Data Share module settings to limit the number of attachments that can be included in an export, and the effort that is spent generating custom thumbnails. Excluding Sensitive Data from Export You can use the Data Share module settings to exclude sensitive patient clinical information (medications, diagnoses, problems, and p

Configure User Access Rights

Recommendations

Configuring the Environment for the Data Share Module

Medical Summary/Data Share Module

Medical Summary/Data Share Operation

Enable Users to Update Practice Filters

Configuring Clinical Data Filters

Configure Data Share Module Settings

Configuring the Environment for the Data Share Module

Medical Summary/Data Share Module

Medical Summary/Data Share Operation

Enable Users to Update Practice Filters

Configuring Clinical Data Filters

Configure Data Share Module Settings