View, Create, and Edit Dictator Access 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

Edit Permission Groups

Before you begin You must have the necessary permissions to update the permissions group details. Open NextGen® Mobile Cloud Portal. Select Manage Clinics, and then select Permission Groups. Permission Groups opens. Search for a group, and then select the group from the list. Edit Permission Group opens. Edit Permission Group tab To update the group name, select Edit icon, update the name, and then select the check mark. To update the products in the group, do one of the following: To add or remove all the products, select Add All icon or Remove All icon. To add or remove a specific product, select the product, and then select Add icon or Remove icon. To update permissions for the group, select Permissions, and then select Select All, or select the necessary permissions from the available sections. To update the group users, select Users, and then do one of the following: To add or remove all the group users, select Add All icon or Remove All icon. To add or remove a specific user, sel

NextGen® Mobile Help

Add, Edit, and Delete Macros for Content Groups

In NextGen® Mobile Cloud Portal, you can create macros for a content group to be used for a specific group of providers. Note: The content group macros that you create are available in both NextGen® Mobile Cloud Portal and NextGen® Mobile CLINIC MACROS. For more information on clinic macros, go to NextGen Healthcare Success Community, and download the latest NextGen®Mobile Solutions iOS User Guide. 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 content group, and then select Macros. Select Add New Macro.The Add Macro window opens. Enter the name of the macro you want to create and the text you want the macro to generate, and then select a SOAP section.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 a

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

Add Content Group Macros for User Accounts

You can create content group macros to be used for a specific group of providers during dictation in NextGen® Mobile. 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 Existing Macro.The Add Existing Macro page in Add Existing Macro Wizard opens. From Select Group, select a content group.The list of macros appears. Select Next to assign dictators to macros, and then select Save. Note: By default, all dictators are added to the Assigned Dictators section. You can add or remove dictators. All macros in the content group are added for the selected group users. Note: The macros that you create are available in both NextGen® Mobile Cloud Portal and NextGen® Mobile MY MACROS. For more information on user macros, go to NextGen Healthcare Success Community, and download the latest NextGen®Mobile Solutions iOS User Guide. Parent topic: Add, Edit, and Delete Macro

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

View, Create, and Edit Dictator Access Groups

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