Edit User Information

NextGen® Mobile Help

Add, Edit, and Delete Macros for User Accounts

Open NextGen® Mobile Cloud Portal. Select your clinic, select Manage Clinics, and then select Users. In Users, search for and select a user, and then select the Macros tab. Select Add New Macro.The Add Macro page in Create New Macro Wizard opens. Enter the name of the macro you want to create.If you want to create an ambient listening macro, turn on Ambient, and select a mode. Standard mode adds only the defined macro without extra words during dictation. Ambient Complete mode adds additional words between the existing macro text based on the context. Select a SOAP section, and then enter the activation phrase and the text you want the macro to generate.You can use Load Macro from file to add the macro text from your local file by overriding the existing content. Select Next to assign dictators, and then select Save. Note: By default, all dictators are added to the Assigned Dictators section. You can add or remove dictators. The macro is added. You can view, edit, or delete macros in t

NextGen® Mobile Help

Add User Accounts

User accounts are set up with user information that includes personal, system, and network information. Note: User accounts in NextGen® Mobile are different from those in NextGen® Enterprise EHR. However, the two accounts are linked when you set the NextGen® Enterprise defaults in NextGen® Mobile. Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Users. In Users. select Add New User.The Enter User Information page opens in Create New User Wizard. In NextGen Username, enter the username to ensure your NextGen® Enterprise username is linked in NextGen® Mobile Cloud Portal, and then enter the additional information. In Permission Group, select the necessary group, and then select Next.The Assign Notification Preferences page opens. In Notification Categories and Notification Medium, select the necessary checkboxes, and then select Create User. You can schedule a date and time to send an invitation email to the corresponding users, if needed. The user account is cre

NextGen® Mobile Help

Add Existing Users to Clinics

Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Users. Select Add Existing User.The Select User page in Add Existing User Wizard opens and lists available users. Search for and select a user, and then select Next.The Verify Data page opens. In NextGen Username, enter the username to ensure that the NextGen® Enterprise username is linked in NextGen® Mobile Cloud Portal.The additional information fields are automatically filled. In Active Directory Account, search for and then select a directory.You can link your active directory account with the NextGen® Mobile account. If you deactivate the Active Directory account, the NextGen® Mobile account is automatically deactivated. In Additional Information, verify and update the user information if needed, and then select Next.The Verify Notification Preferences page opens. In Notification Categories and Notification Medium, select the necessary checkboxes, and then select Create User. You can schedule a date and time

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

NextGen® Mobile Help

Disable and Enable User Accounts

You can deactivate a user account to restrict the user from using NextGen® Mobile. Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Users. Users opens. Search for and select a username. Edit User opens displaying User Information by default. Select the settings Settings icon icon, and then select Disable User. The use account is deactivated. To activate the user account, the settings Settings icon icon, and then select Enable User. The use account is activated. Parent topic: Edit User Information See also Edit User Information

NextGen® Mobile Help

View User Accounts

Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Users. The green check mark in Dictation Setup indicates that the user is setup with the mobile dictation. By default, the results are sorted alphabetically by name. You can sort the data by selecting the column header, and you can rearrange the columns by selecting and dragging the columns. Users opens displaying the users list. Search for and select a username. You can select the Dictators, Notification Preferences, Macros, and Personal Dictionary tabs to view and edit the corresponding details. Edit User opens displaying the User Information tab by default. You can view the username, additional information, and the assigned permission group details. Optional: To view the deactivated users, select Show Disabled Users. Optional: To export the list of users to a Microsoft Excel®, select Export to Excel. The list is downloaded to your computer. Add User Accounts You can create user accounts in NextGen® Mobile Clou

Edit User Information

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