NextGen Knowledge Center

Manage Delegate Users for Provider Report Viewing

If you are an HQM-enrolled provider, you can assign delegates to view your own HQM Clinical Quality report. A user can be a delegate for more than one provider.

You can select and add delegates from all practice users or from a selected task workgroup that has a group type of NextGen® Enterprise EHR or Both ( NextGen® Enterprise EHR and NextGen® Enterprise PM). Workgroups are set up in Practice EHR Master Files in File Maintenance. For more information, go to the NextGen Healthcare Success Community, and download the File Maintenance Basic Guides for NextGen® Enterprise.

  1. In NextGen® Enterprise EHR, from the Tools menu, select Preferences.
    The Preferences window opens.
  2. Select Quality Reporting.

  3. Select Manage Delegates.
    The Select CQR Delegates for <name of logged on> Provider window opens.

    You can select a whole work group or individual users within the work group. The Users section initially displays all users for the practice from the Everyone work group.

  4. To select another work group, select the Group Name in the Work Groups section.
    The users in that work group appear in the Users section.

  5. To list only work group users that you are linked to, select the Only Show Users Linked to Current Provider option. Users are linked to providers through the Provider Relationship setting in System Administrator.
  6. To add delegates to the Delegates section, do the following:
    1. To assign all members of the selected work group as delegates, select Add >>
    2. To assign one user as a delegate, select the name of the user, and then select Add >>.
    3. To assign multiple members of the work group as delegates, select the Ctrl key as you select each name. Then select Add >>.

  7. To remove the users from the Delegates section and place them back in the Users section, do the following:
    1. To remove a single user, select the username and then select << Remove.
    2. To clear all the users, select Clear.
    3. To remove multiple users in the list, select the Ctrl key as you select each username. Then select << Remove.
  8. When you have selected your delegates, select OK.