Manage Delegate Users for Provider Report Viewing

NextGen® Enterprise EHR Help

Manage Delegate Users for Provider Report Viewing

Note: This functionality is available only to the provider who is logged on. Other users cannot make delegate assignments. If you are an HQM-enrolled provider, you can assign delegates to view your own HQM Clinical Quality report. A user can be a delegate for more than one provider. You can select and add delegates from all practice users or from a selected task workgroup that has a group type of NextGen® Enterprise EHR or Both ( NextGen® Enterprise EHR and NextGen® Enterprise PM). Workgroups are set up in Practice EHR Master Files in File Maintenance. For more information, go to the NextGen Healthcare Success Community, and download the File Maintenance Basic Guides for NextGen® Enterprise. In NextGen® Enterprise EHR, from the Tools menu, select Preferences. The Preferences window opens. Select Quality Reporting. Select Manage Delegates. The Select CQR Delegates for <name of logged on> Provider window opens. You can select a whole work group or individual users within the work group.

NextGen® Enterprise EHR Help

Assign User Permissions to View Reports

Group operations rights for Clinical Quality Reporting are set in System Administrator. Two separate rights enable users to view patient-level reports and administrators to view all provider-level reports in the practice. The rights are disabled by default, but you can enable access to the reports. For more information on operations rights in System Administrator, go to the NextGen Healthcare Success Community, and download the System Administrator Guide for NextGen® Enterprise. In System Administrator, expand the enterprise and practice, and select the practice user group to assign permissions to. Select Rights. Expand OPERATIONS to display the permissions groups. Expand Clinical Quality Reporting. Select Yes under Access Rights. The access rights for this parent subgroup are inherited by the two rights under it, so both Administrator View and View Clinical Quality Reporting are also enabled. You can change the rights individually. For example, if you are setting access rights for a u

NextGen® Enterprise EHR Help

Assign User Permissions to View Reports

Group operations rights for Clinical Quality Reporting are set in System Administrator. Two separate rights enable users to view patient-level reports and administrators to view all provider-level reports in the practice. The rights are disabled by default, but you can enable access to the reports. For more information on operations rights in System Administrator, go to the NextGen Healthcare Success Community, and download the System Administrator Guide for NextGen® Enterprise. In System Administrator, expand the enterprise and practice, and select the practice user group to assign permissions to. Select Rights. Expand OPERATIONS to display the permissions groups. Expand Clinical Quality Reporting. Select Yes under Access Rights. The access rights for this parent subgroup are inherited by the two rights under it, so both Administrator View and View Clinical Quality Reporting are also enabled. You can change the rights individually. For example, if you are setting access rights for a u

NextGen® Enterprise EHR Help

Modify Delegates for Deactivated Users or Providers

When a user or provider is deactivated in System Administrator, delegates are assigned to handle PAQ items and workflow tasks that are pending at the time of deactivation or can come later. For more information on how delegates are assigned for deactivated users in System Administrator, go to NextGen Healthcare Success Community, and download the latest Reassigning Pending PAQ Items and Tasks for Deactivated Users in NextGen® Enterprise. After the delegate assignments are made during the deactivation process in System Administrator, you can modify them in the Workflow module. From the Admin menu, select Work Flow Manager, and then Administrator. The initial Work Flow Manager: Administrator window opens. This window contains tabs for Providers, Users and their office status. The Providers tab opens by default. To display only providers or users with a status of Deactivated, select the Show Deactivated check box. To assign a delegate for a deactivated provider, select the Providers tab,

NextGen® Enterprise EHR Help

Modify Delegates for Deactivated Users or Providers

When a user or provider is deactivated in System Administrator, delegates are assigned to handle PAQ items and workflow tasks that are pending at the time of deactivation or can come later. For more information on how delegates are assigned for deactivated users in System Administrator, go to NextGen Healthcare Success Community, and download the latest Reassigning Pending PAQ Items and Tasks for Deactivated Users in NextGen® Enterprise. After the delegate assignments are made during the deactivation process in System Administrator, you can modify them in the Workflow module. From the Admin menu, select Work Flow Manager, and then Administrator. The initial Work Flow Manager: Administrator window opens. This window contains tabs for Providers, Users and their office status. The Providers tab opens by default. To display only providers or users with a status of Deactivated, select the Show Deactivated check box. To assign a delegate for a deactivated provider, select the Providers tab,

NextGen® Enterprise EHR Help

Generate the HQM Provider Clinical Quality Report

To generate this report, you must fit one of the following user profiles: HQM-enrolled provider who has data that qualifies for reporting. You can only view your own report. Your Provider Relationship must be Self in the System Administrator user settings. The practice you are logged on to must be enrolled in HQM Clinical Quality Reporting. Assigned delegate for a specific HQM-enrolled provider with qualifying data. You may view the report for the assigned provider only. User with the Administrator View permission enabled to view HQM Clinical Quality reports for all HQM-enrolled providers in the practice. This permission is set in System Administrator operations rights. If these requirements are not met, the Top toolbar and File menu options for generating Clinical Quality reports are disabled in NextGen® Enterprise. To have the latest data displayed in NextGen® Enterprise, a data push must be executed in HQM. In NextGen® Enterprise, select the location and HQM-participating provider t

Manage Delegate Users for Provider Report Viewing

Recommendations

Manage Delegate Users for Provider Report Viewing

Assign User Permissions to View Reports

Assign User Permissions to View Reports

Modify Delegates for Deactivated Users or Providers

Modify Delegates for Deactivated Users or Providers

Generate the HQM Provider Clinical Quality Report

Manage Delegate Users for Provider Report Viewing

Manage Delegate Users for Provider Report Viewing

Assign User Permissions to View Reports

Assign User Permissions to View Reports

Modify Delegates for Deactivated Users or Providers

Modify Delegates for Deactivated Users or Providers

Generate the HQM Provider Clinical Quality Report