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

NextGen® Enterprise EHR Help

Share Inclusion Lists

Open NextGen® Enterprise EHR, Select Admin > Share Inclusion List. In the Share Inclusion List window, select a user, security group, or workgroup. Select Add. To remove access for anyone in the list, select the name, and then select Remove. Select OK. Select Close. Parent topic: Viewing Patient Information and Generating Charts

System Administrator User Guide

Share Inclusion or Exclusion Lists

Open System Administrator. Select a practice, and then select a user. In the General tab, under Inclusion/Exclusion List, select the Inclusion and Exclusion check boxes and then select Share.The Share Inclusion/Exclusion List window opens. Note: If the the Inclusion and Exclusion check box is not selected, then the respective user tab is disabled. To add an inclusion or exclusion list, select the respective User Inclusion or User Exclusion tab and then select Add.The Select Inclusion Users or Select Exclusion Users window opens depending on which user tab was selected. Select the user you want to share the inclusion or exclusion list with, and then select Add. Note: When you select a user that is not configured for inclusion or exclusion, then a confirmation message appears stating that the selected user does not have a configured inclusion or exclusion list and that the user must have an inclusion or exclusion list to participate in sharing. Select OK, and then close the Share Inclusi

Share an Inclusion List

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Modify an Inclusion List

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Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR

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Share an Inclusion List

Modify an Inclusion List

Modify an Exclusion List

Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR

Share Inclusion Lists

Share Inclusion Lists

Share Inclusion or Exclusion Lists