Edit Permission Groups

NextGen® Mobile Help

Turn On Patient Summary in NextGen® Mobile Cloud Portal

You must turn on the Patient Summary option in NextGen® Mobile Cloud Portal to make the Patient Summary button available in the NextGen® Mobile patient chart. Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Permission Groups. Search for and select the group. Edit Permission Group opens. Edit Permission Group tab In the Products tab, assign the mobile products. Select the Permissions tab, and then in Mobile : Patient Details, select the Patient summary checkbox. Patient summary option in permission group Select Save, and then select Save & Close. Parent topic: Create Permission Groups

NextGen® Mobile Help

Create Permission Groups

If multiple users want to use the same product with a group of permissions, you can create the permission group with the specific products, assign the necessary permissions, and add the group of users. Open NextGen® Mobile Cloud Portal. Select Manage Clinic, and then select Permission Groups. Permission Groups opens. Permission Groups view Select Create New Permission Group. Create New Permission Group Wizard- Set Permission Group Name opens. In Group Name, enter a name, and then select Next. Create New Permission Group Wizard - Assign Mobile Products opens. List of Mobile products Search for and select the necessary NextGen® Mobile products, and then select Next. Create New Permission Group Wizard - Assign Permissions opens. Do one of the following: To give all permissions for the product, select Select All next to the corresponding product, and then select Next. To give the specific features permission, expand the corresponding product section, select the necessary features, and then

NextGen® Mobile Help

View, Create, and Edit Dictator Access Groups

You can use Dictator Access Groups to limit the provider data visibility for all users. Users of a dictator access group can only view the dictators assigned to that group. Note: Users not assigned to any dictator access group can view data for all dictators in their clinic. Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Dictator Access Groups. Dictator Access Groups opens displaying the list of available dictator access groups in alphabetical order along with the number of users in each group. Search for and select a group name. Edit Dictator Access Group opens. To create a dictator group, select Create New Group, and then do the following: In Group Name, enter a name, and then select Next. Select the add all Add all icon, or select the necessary users and then select the Add icon icon to add the users. You can use the Remove All icon icon or the Remove icon icon to remove the assigned users from the group. Select the add all Add all icon, or select the nece

NextGen® Mobile Help

Edit Content Groups

Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Content Groups. Content Groups opens displaying the list of available content groups in alphabetical order along with the number of users in each group. Search for and select a group name.Edit Content Group opens displaying the Users tab by default. Edit Content Group view Select the edit edit icon icon next to Group Name, update the group name, and then select the check mark. Update Users, Image Templates, Signature Types, Job List, Macros, and Personal Dictionary. Select Save & Close. Note: You cannot delete content groups. Parent topic: View and Create Content Groups See also Add Users for Content Groups Add, Edit, and Delete Image Templates for Content Groups Add and Delete Signature Types for Content Groups Add Job Lists for Content Groups Add, Edit, and Delete Macros for Content Groups Add Group Macros from Other Content Group Add Custom Words for Content Groups

System Administrator Help

Assign Rights to User Groups

Select a user group, and then select the Rights tab. Select the permission group or category. To view a sub-group, select the button. In the Access Rights box, select the rights to apply for the selected permissions group or subgroup. Select the Update button to save changes. Note: All rights that you have assigned at the permission group level are carried over to each sub-group and sub-category included in the selected Permission group. To assign limited rights, select a permission group. Select to clear all of the check boxes in the Access Rights box. Select the rights that should be granted universally to the entire permission group. Also, select the rights you want to limit. Do not select the rights that you do not want to grant to this group at all. Under the same permission group, select the sub-group or category for which you want to limit the rights. To view a sub-group, select the . Clear the specific rights you do not want to grant to the selected group. Repeat the previous s

NextGen® Mobile Help

Add Bulk User Accounts

Before you begin Ensure that you must assigned to the User Management Function – User Management Bulk Add Users permission group. You can add multiple users to your clinic, and set up configurations for the group of users, including assigning a permission group, scheduling user invitations, and selecting the system notifications. Note: The Bulk Add Users option is available to NextGen® Enterprise users. Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Users. Users opens. Select Bulk Add Users. Bulk Add Users Wizard - Enter User Information opens. In Groups, select a user group. The Groups list displays the user groups that are configured for the practice in File Maintenance. Note: The deactivated users in NextGen® Enterprise and the users added to the clinic are not displayed in the list of available users. The selected group users are displayed in Users. In Users, do one of the following: You can use the Remove All icon icon or the Remove icon icon to remove t

Edit Permission Groups

Before you begin

Recommendations

Turn On Patient Summary in NextGen® Mobile Cloud Portal

Create Permission Groups

View, Create, and Edit Dictator Access Groups

Edit Content Groups

Assign Rights to User Groups

Add Bulk User Accounts

Turn On Patient Summary in NextGen® Mobile Cloud Portal

Create Permission Groups

View, Create, and Edit Dictator Access Groups

Edit Content Groups

Assign Rights to User Groups

Add Bulk User Accounts