Modify an Exclusion List

NextGen® Enterprise EHR Help

Modify an Inclusion List

You can add patients to or delete patients from an existing Inclusion list for a selected user. From the Main menu, select Admin and then Modify Inclusion/Exclusion List. The Modify Inclusion/Exclusion List window appears. Select the user from the User Name list. The Inclusion list of patient names for that user appears, and the Include button is enabled. To add a patient: Select Include. The Add Patients to Inclusion List window appears. Perform a patient search. To select all the patient names returned in the search, select the Select All check box. To select individual patient names, select the check box for each name to include. When a patient is selected from the Patient Name list, the Search button becomes the Add button. Select Add. Each selected patient is added to the user's Inclusion list on the Modify Inclusion/Exclusion List window. To delete a patient: Select the patient on the Modify Inclusion/Exclusion List window. The Delete button is enabled. Select Delete. The patient

NextGen® Enterprise EHR Help

Share an Inclusion List

You can share your existing Inclusion list with other users. You can select users from lists of users, security groups, or workgroups. From the Main menu, select Admin and then Share Inclusion List. The Share Inclusion List window opens. Select Add. The Select Users window opens. Do one of the following: In the Users list, select the user. Select the Security Groups or Workgroups option, and select the group. Select Add. The selected names are displayed in the Selected Users list. To remove any names, select the name in the Selected Users list, and select Remove. Select OK. The users that you are sharing your Inclusion List with are displayed on the Users tab of the Share Inclusion List window. To remove a user from sharing the Inclusion list, select the user, and select Remove. Select Close. Parent topic: Patient Inclusion and Exclusion Lists in NextGen Enterprise EHR

NextGen® Enterprise EHR Help

Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR

Your practice may use an Inclusion or Exclusion list to control which patients in the database you can view. Only the patients listed on your Inclusion list or all patients except those listed on your Exclusion list are displayed in the Patient Lookup window. The Inclusion or Exclusion list is initially set up in the System Administrator application and applied when you search for a patient. Based on your operations rights, you may be able to perform these actions in NextGen® Enterprise EHR: Modify your personal Inclusion list. Modify the Inclusion or Exclusion lists for other users. Share an Inclusion list with another user. Look up a patient on your Exclusion list in an emergency. For more information on Inclusion list and Exclusion list setup and permissions, go to the NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen Enterprise. Modify an Inclusion List You can add patients to or delete patients from an existing Inclusion list for

Help Guide for NextGen® Enterprise PM 8

Managing Patient Inclusion and Exclusion Lists

Your practice may use an inclusion or exclusion list to control the patient records in the database you can view. On the Patient Lookup window, you can view only the patients listed on your inclusion list or all patients except those listed on your exclusion list. The inclusion or exclusion list is set up in System Administrator and applied when you search for a patient in NextGen® Enterprise EHR, NextGen® Enterprise PM, or NextGen® Optical Management. A universal preference for adding to the inclusion list from the Patient Lookup window can be set in System Administrator. If this preference is set to True, all patients who are not on your inclusion list appear on the Patient Lookup window, but are their charts are not available. You can select a patient and select Accept or double-click the patient's name to automatically add the patient to your inclusion list. You can then access that patient's medical records. If the preference is set to False or is blank, only the patients on your

System Administrator Help

Delete Patients from Inclusion/Exclusion Lists at the User Level

Select the user whose list you want to delete patients from. Under Inclusion/Exclusion List on the General tab, a check mark appears in the Inclusion or Exclusion check box to indicate which lists are set up for the user. Select Modify. The Modify Inclusion/Exclusion List window displays all the patients in the user's lists. Note: If both the Inclusion and Exclusion check boxes are selected, then both the Include and Exclude buttons are enabled. In the Patient Name list, select the patient that you want to delete from the list. If you select CTRL while you select, you can select multiple patients. Select Delete. Note: If you delete all patients from a user's Inclusion or Exclusion List, the list is deleted. Select Close to return to the General tab. Select Update to save your changes. Note: The System Administrator application does not warn you if you exit without saving. Parent topic: Patient Sharing

System Administrator Help

Delete Patients from User Inclusion/Exclusion Lists at Practice Level

Select the practice that you want to set up the list of patients for. Under Users, select the to expand the Users with Exclude List or Users with Include List. Select the user that you want to modify the list of patients for. Select the Modify button. The Modify Inclusion/Exclusion List window lists the selected patients. The icon appears next to the excluded patients. In the Patient Name list, select the patients that you want to delete from the list. If you select the CTRL key while you select, you can select multiple patients. Select Delete. Select Close. Select Update to save your changes. Note: The System Administrator application does not warn you if you exit without saving. Parent topic: Patient Sharing

Modify an Exclusion List

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