NextGen Knowledge Center

Edit Security Group Category Permissions

To edit permissions for a security group category, move visit types between the three columns.
  1. In the Category Bill & Sign Visit Type Permissions grid, select a category.
    The smaller grids below display all visit types for the category.
    Category Bill & Sign Visit Type Permissions grid in the Security Groups and Sign Off section of the System Config template

  2. In one of the smaller grids below a column, select a visit type you want to re-assign.
    A picklist displays the columns you can move the visit type to.

    For example, if you select an item in the Sign Off column grid, the picklist options are Bill (moves the visit type to the Bill and Sign column) and Prevent (moves the visit type to the Prevent Sign Off column).

    Category Bill & Sign Visit Type Permissions grid with an item selected in the Sign Off column and the picklist options

  3. Select the column you would like to move the visit type to.
    The visit type moves to the new column.
  4. Repeat the previous steps until you have assigned all visit types as appropriate for your practice.