Select a Provider Associated with a Location
If you enable the Use link between Location and Provider Medical Records preference, follow the workflow below to select a provider.
Note: You must select a location and provider to use NextGen® Enterprise EHR. When these fields are filled in, you cannot leave them blank.
- Log on to NextGen® Enterprise EHR.
If you have set up Location and Provider preferences, the location and provider appear in the Top toolbar. No action is needed.
If you have not set up a location and provider, the Select Location window opens.
- Select the location.
- If the selected location has associated providers, the Select Provider (Filtered by Location) window opens, listing only those providers.
- Select the provider.
The selected provider appears in the Provider field on the Top toolbar. All providers associated with the location are available for selection in the Provider field list.
- Select the provider.
- If the selected location does not have linked providers, a message window opens, asking if you want to load all providers to the Provider field list.
- To load all providers, select Yes.
The Select Provider window opens with a list of all available providers.
- Select a provider from the list.
All available providers are added to the Provider field list in the Top toolbar. You can select another provider from the list.
- If you do not want to load all providers, select No.
The Select Provider window opens with a list of all available providers.
- Select a provider from the list.
Only the selected provider is added to the Provider field list in the Top toolbar.
- To load all providers, select Yes.
- If the selected location has associated providers, the Select Provider (Filtered by Location) window opens, listing only those providers.