Share an Inclusion 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

Modify an Exclusion List

You can add patients to or delete patients from an existing Exclusion list for a selected user. From the Main menu, select Admin and then Modify Inclusion/Exclusion List. The Modify Inclusion/Exclusion List window opens. Select the user from the User Name list. The Exclusion list of patient names for that user appears, and the Exclude button is enabled. To add a patient: Select Exclude. The Add Patients to Exclusion List window opens. 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 patient to exclude. 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 Exclusion list on the Modify Inclusion/Exclusion List window. Patients to exclude are identified by icon. To delete a patient: Select the patient on the Modify Inclusion/Exclusion List window. The Delete bu

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

System Administrator Help

Share Inclusion Lists

You can make a user's Inclusion List available to other users by sharing the list. You cannot share Exclusion Lists. Do one of the following: Select a practice, and then select a user from Users with Include List. Select a user who has an Inclusion List set up. Note: The user must have an Inclusion List to participate in sharing. Do one of the following: If you selected a practice, select Share. If you selected a user, select Share under Inclusion/Exclusion List on the General tab. The Share Inclusion List window appears. Select Add. The Select Users window appears. Select users, Security Groups, or Workgroups to share the Inclusion/Exclusion List. In the Users list: Select the users to add. Select the Security Groups or Workgroups option, then select a group. Select the Add button. The selected names appear in the Selected Users list. Note: To remove names from sharing, select the names in the Selected Users list, and then select Remove. When multiple users share an Inclusion List and

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 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 the lists set up for the user. Do one of the following: On the General tab, clear the Inclusion check box to delete the Inclusion List. Clear the Exclusion check box to delete the Exclusion List. A warning message stating that all existing patients will be deleted from the list appears. Select Yes to delete the current list. Select Update to save your changes. Note: The System Administrator application does not warn you if you exit without saving. Parent topic: Patient Sharing

Share an Inclusion List

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Modify an Inclusion List

Modify an Exclusion List

Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR

Share Inclusion Lists

Delete Patients from Inclusion/Exclusion Lists at the User Level

Delete Inclusion/Exclusion Lists at the User Level

Modify an Inclusion List

Modify an Exclusion List

Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR

Share Inclusion Lists

Delete Patients from Inclusion/Exclusion Lists at the User Level

Delete Inclusion/Exclusion Lists at the User Level