Add Personnel Types and Manage Permissions

Patient Experience Help

View Permission Reports

You can view a comprehensive report of all the active solutions, along with the associated staff rights and permissions, from the Permission Report page. You can also generate the report for different locations. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Permissions and Personnel Type > Permission Report. The Permission Report page opens. Select from the Please Select Integration and Solutions lists. Note: You can select more than one solution. To run the report, select the Select button. The report for the selected options appears. Parent topic: Managing Permissions and Personnel Types

Patient Experience Help

Add Personnel Type and Manage Permissions

You can set up permissions and solutions for the Personnel Type. You can also remove any unused Personnel Type. The Site Generator home page opens. Open Site Generator, and select NextGen Healthcare Site Administration. From Administrator - Setup/Access, select Permissions and Personnel Type.The Manage Your Group Personnel Types page opens. Under Add a Personnel Type, select personnel type from the list. To add the personnel type, select Add Personnel Type.The Manage Solutions by Personnel Type page opens. Select option for the personnel type and solution from the drop down list. To discard the Personnel type, select Remove Personnel Type. To make the personnel type public, from the Administrative Support list, select Public. Select All to enable all the solutions for the selected personnel type, else select only required solutions. Select Return to Manage Personnel Types.The Personnel Type adds to the list with the provided permissions. To update the solutions, select Manage Solutions

Patient Experience Help

Managing Permissions and Personnel Types

You can add personnel types and manage permissions and solutions for Personnel (Non-Physicians) and Physicians/Providers types. After you set up permissions, only personnel who qualify based on the permission criteria can enter your website. To add a a personnel type that is not available in the list, contact the NextGen® PxP Portal Integration team. Add Personnel Types and Manage Permissions You can add and manage the permissions for different personnel types. View Permission Reports You can view a comprehensive report for all the active solutions and locations.

Patient Experience Help

Manage Active and Inactive Personnel

You can view and update the personnel information for a particular location. You can also manage the proxies, permissions, and logon information for the personnel. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Personnel (Non Physicians) > List All Personnel. The Manage Your Personnel page opens. To list the personnel based on their location, select List All Personnel by Location, and select a location from the list. The personnel list for the selected location appears. To add personnel for the selected practice, select Add New Personnel. To modify personnel details or permissions, select Edit Personnel or Manage Permissions respectively. To update logon information, select Login Info. The Manage Your Personnel Information page opens. Note: You can edit your logon information and remove a saved password on the Login info tab. You cannot set up proxies and permissions for inactive user

Patient Experience Help

Manage User Locations

You can manage and update the location for a physician. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Locations > User Locations. The Manage Locations for Users tab of the Manage Locations for Physicians window opens. Select the personnel type, location, and users from the respective filters. A table displays a list of personnel types for the selected location. Note: If no users appear for the selected personnel type, you can add users by selecting Add Personnel For This Type. Parent topic: Manage Locations

Patient Experience Help

Edit Personnel Information

Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. Under Administrator - Setup/Access, select one of the following: Personnel (Non-Physicians) Personnel (Non-Physicians) > List All Personnel Personnel (Non-Physicians) > List by Location The Manage Your Personnel page opens. Note: If you select List by Location, you must select a location from the Choose location list to open the personnel list. To change the Personnel (Non-Physicians) to Physicians/Providers type, do the following: Select the check box corresponding to the personnel you want change the type, and select Convert To Physicians. On the Manage Your Personnel Information page, provide all the required information, and select Update Personnel. The selected personnel now appears in the Physicians/Providers type. To make a personnel inactive, select the respective checkbox in the Active Personnel section, and then select Deactivate Personnel. To make a personnel active, s

Add Personnel Types and Manage Permissions

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