Share Inclusion Lists

NextGen® Enterprise EHR Help

Modify Patient Inclusion or Exclusion Lists

Open NextGen® Enterprise EHR, Select Admin > Modify Inclusion/Exclusion List. In the Modify Inclusion/Exclusion List window, select the user from User Name. Select a patient from the list, and then select Include, Exclude, or Delete. Select Close. Parent topic: Viewing Patient Information and Generating Charts

NextGen® Enterprise EHR Help

Edit Existing Patient Groups

For an existing patient group, you can change its name, description, or member list. Open NextGen® Enterprise EHR. Select File > Patient Group. In the Patient Group window, from the Patient Group list, select the group to edit. All available patients appear in the Non-Member Patients section. The patients in the selected group appear in the Member Patients section. Select Edit Group. In the Edit Patient Group window, modify the information as needed, and then select OK. Select Save and then Close. Parent topic: Viewing Patient Information and Generating Charts

NextGen® Enterprise EHR Help

Identify Other Users Accessing the Same Patient Chart

You can turn on this feature for your practice by selecting Warn on Multi Edit in Practice Preferences in File Maintenance. For more information, go to NextGen Healthcare Success Community, and download the File Maintenance Preferences Guide for NextGen® Enterprise. Open NextGen® Enterprise EHR, Select View > Patient Access. Parent topic: Viewing Patient Information and Generating Charts

NextGen® Enterprise EHR Help

Share an Inclusion List

You can share your existing Inclusion list with other users. You can select users from lists of users, security groups, or workgroups. From the Main menu, select Admin and then Share Inclusion List. The Share Inclusion List window opens. Select Add. The Select Users window opens. Do one of the following: In the Users list, select the user. Select the Security Groups or Workgroups option, and select the group. Select Add. The selected names are displayed in the Selected Users list. To remove any names, select the name in the Selected Users list, and select Remove. Select OK. The users that you are sharing your Inclusion List with are displayed on the Users tab of the Share Inclusion List window. To remove a user from sharing the Inclusion list, select the user, and select Remove. Select Close. Parent topic: Patient Inclusion and Exclusion Lists in NextGen Enterprise EHR

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

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

Share Inclusion Lists

Recommendations

Modify Patient Inclusion or Exclusion Lists

Edit Existing Patient Groups

Identify Other Users Accessing the Same Patient Chart

Share an Inclusion List

Modify an Inclusion List

Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR

Modify Patient Inclusion or Exclusion Lists

Edit Existing Patient Groups

Identify Other Users Accessing the Same Patient Chart

Share an Inclusion List

Modify an Inclusion List

Patient Inclusion and Exclusion Lists in NextGen® Enterprise EHR