Set up a Provider Assignment and Relationship

NextGen® Enterprise EHR Help

Set Up Provider Signoff

A provider can sign off on many different items, but you can specify which items are required. Note: Only the providers with an assignment and a relationship to a user are able to sign off on items. In System Administrator, select a practice. From the View menu, select Provider Sign-off Setup. The Provider Sign-off Setup window opens. Note: If Provider Sign-off Setup is not in the View menu, you must first enable PAQ. Select the enterprise and practice to specify which practice the set up is for, which limits the number of items (at the practice level) that can be included for review within the PAQ. The selections reduce the possibility of requiring providers to review PAQ items that typically may not require review within the provider’s practice. On the Provider tab, select which providers can use the Provider Approval Queue. Select the Setup tab. Select the items that a provider is required to sign off. Available items include: Documents. Select either all the available documents or

System Administrator Help

Set Up Provider Assignment and Relationship

To allow users to properly work with the PAQ and be able to sign off on items such as documents and images, you must set up the provider assignment and provider relationship. To set up provider assignment, in System Administrator, select the user that you want to set up a provider assignment for. From the Assigned Provider drop-down list on the General tab, select the provider to assign to the selected user. The providers listed are the ones that are selected as rendering providers at this practice on the Practice tab of the Add/Modify Provider Information window in File Maintenance. Select Update. To set up a provider relationship, select the user that you want to set up a Provider Relationship for. From the Provider Relationship list on the General tab, select the applicable relationship between the selected user and the assigned provider. If you are a Provider, choose Self If necessary, enter a date in the Provider Start Date and Provider End Date field for the specific relationship

NextGen® Enterprise EHR Help

PAQ Setup

The PAQ in the Workflow module enables you an easy sign-off capability for documents, images, notes, NextGen® Document Management images, orders, SAP® Crystal Reports®, and HIE documents. You need to use the latest version of SAP Crystal Reports. You must enter user name and password to access the PAQ Workflow module. You can select one of the available items to review, accept, reject, or create a new task associated with the item. The PAQ is an optional feature, available in System Administrator. If your practice does not enable the PAQ to use, the functionality for existing Workflow module remains same. If you enable the PAQ, the Top toolbar within NextGen® Enterprise EHR displays an additional PAQ icon . Select to enable the PAQ access and complete the setup for all applicable users. To properly set up the PAQ, do the following: Enable the PAQ feature. Complete the provider sign-off setup information. Set up the user-provider assignment and relationships. For more information on usi

System Administrator Help

PAQ Setup

The PAQ in the Workflow module enables you an easy sign-off capability for documents, images, notes, NextGen® Document Management images, orders, SAP® Crystal Reports®, and HIE documents. You need to use the latest version of SAP Crystal Reports. You must enter user name and password to access the PAQ Workflow module. You can select one of the available items to review, accept, reject, or create a new task associated with the item. The PAQ is an optional feature, available in System Administrator. If your practice does not enable the PAQ to use, the functionality for existing Workflow module remains same. If you enable the PAQ, the Top toolbar within NextGen® Enterprise EHR displays an additional PAQ icon . Select to enable the PAQ access and complete the setup for all applicable users. To properly set up the PAQ, do the following: Enable the PAQ feature. Complete the provider sign-off setup information. Set up the user-provider assignment and relationships. For more information on usi

System Administrator Help

Add Users

In the left pane of System Administrator, select the group that you want to assign the new user to. Right-click the group, and select New User. The General tab displays boxes to enter the user details. Enter the last name, first name, and middle name of the user. In the Privacy Level field, enter a number (for example, 0, 1, or 2) to indicate the level of access to patient records. Enter the user's employee number, which can be any user-defined number. Enter the user's credentials, such as MD. Use this field if your practice has users with credentials who are not providers. NextGen® Enterprise documents and reports can display the credentials. To provide details about the provider, do the following: Assigned Provider. Select the provider assigned to the user. The selected provider is automatically selected for the user upon authenticated logon at runtime. Select a provider only if you want the user to always be associated with the assigned provider— for example, an assistant who works

NextGen® Enterprise EHR Help

Set Up the Provider Sign off Values for Orders and the PAQ

Order (Lab) results can be set up to display in the Provider Approval Queue to require sign off from a provider. Before you can use this function, you must have rights using the System Administrator. Open System Administrator and enter your credentials. Select the practice. Select View > Provider Signoff Setup. The Provider Signoff Setup window opens. Note: If you do not see the Provider Signoff Setup selection, select View, select System Info, and then turn on the Enable Provider Approval Queue check box. It should then show up in the View menu as one of the selections. Select one or more providers in the list, or select the All Providers check box to select providers. Select the Setup tab. Select the All Lab Results check box and select Use Encounter Provider or Use Ordering Provider. Select Save. Provider Sign-Off Set Up Parent topic: System Administrator Settings for the Orders module

Set up a Provider Assignment and Relationship

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