Security Group Category/Payer Overrides

NextGen® Therapy Suite Help 30.3.13.0

Security Group Category Bill & Sign Visit Type Permissions

After your security group categories are built, use the Category Bill & Sign Visit Type Permissions grid to assign which "Bill & Sign" rights each category has based on the visit type. Visit types in the Bill and Sign column are visits that the user or security group can sign off on without any restrictions (that is, they do not need supervisor approval). Visit types in the Sign Off column are the visits that the user or security group can document on, but that require supervisor sign-off to submit charges. Visits in the Prevent Sign Off column are ones that the user or security group cannot document on at all. Edit Security Group Category Permissions Parent topic: Security Groups and Sign Off Panel

NextGen® Therapy Suite Help 30.3.13.0

Assign Rights to a Security Group

You can manage or assign rights within NextGen® Therapy Suite to different security groups created in the System Administrator. For more information on creating security groups, download the latest System Administrator Guide for NextGen® Enterprise from NextGen Healthcare Success Community. On the NTS System Config system template, expand the Security Groups and Sign Off panel. Under the Security Group Category Configuration grid, select the field below the Security Group column, and then select the Security Group you want to assign rights to. Security Group Category Configuration grid in the Security Groups and Sign Off section of the System Config template In the field below the Category column, select the right you want to assign to the selected security group. Select Add. A new row in the grid displays the security group. Parent topic: Security Groups and Sign Off Panel

NextGen® Therapy Suite Help 30.3.13.0

Add a Security Group Category Payer Alert

Below the Category/Payer Overrides grid, select the fields to select the Category and Payer Name. Under the Rule column, select either Allow or Prevent. Select the action that is allowed or prevented, and then enter the text that you want to appear in the alert. Select Add to add the alert to the grid. Parent topic: Security Group Category/Payer Overrides

NextGen® Therapy Suite Help 30.3.13.0

Security Groups and Sign Off Panel

On the Security Groups and Sign Off panel, you can: Assign rights to a security group. Assign "Bill & Sign" rights to each security group category based on visit type. Create alerts based on the security group category and payer. Configure additional sign-off options as needed. Security Groups and Sign Off panel of the System Config template Assign Rights to a Security Group You can manage or assign rights within NextGen® Therapy Suite to different security groups. Security Group Category Bill & Sign Visit Type Permissions Security Group Category/Payer Overrides User Defined Signoff Parent topic: System Configuration

NextGen® Therapy Suite Help 30.3.13.0

Edit Security Group Category Permissions

To edit permissions for a security group category, move visit types between the three columns. 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 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 Select the column you would like to move the visit type to. The visit type moves to the new column. Repeat the previous steps until you have assigned all visi

NextGen® Therapy Suite Help 30.3.13.0

Set an Alert Override

Select the alert in the Alerts panel grid. Select the Create Override button. Alert Overrides panel with alert information The alert appears the Alert Overrides panel grid. As desired or necessary, do any of the following: If the field under the Message column is not gray, change the text of the message, and then select Update Message. Select a financial class from the list under the Financial Class column. Select a payer from the list under the Payer column. Change or add additional selections for 'When' –templates on which the alert will appear. Select another Visit Set. Select Days or Visits for a frequency. Parent topic: Alert Overrides Panel

Security Group Category/Payer Overrides

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