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Add Users to the NextGen® PxP Portal
Add Users to the
NextGen® PxP Portal
Open Site Generator, and then select
NextGen Healthcare Site Administration
.
The
Site Generator
page opens.
From
Administrator - Setup/Access
, select
Personnel (Non Physicians)
>
Add Personnel
.
The
Add Personnel
page opens.
Under
Personal Information
, enter details for the personnel.
Under
Permissions and Proxy Information
, select
Copy Initial Permissions From
and
Copy Proxies with Permissions
.
Under
Login Information
, enter user ID and password you want to create for yourself.
Select
Add Personnel
.
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
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
Patient Experience Help
Export Personnel Details
Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Personnel (Non Physicians) > Export Personnel. The Export Personnel page opens displaying the list of exported staff. Select Export Staff. The Import/Export Staff Progress page appears and displays the export status. To download the exported files, select Download Exported File. Parent topic: Setting Up Personnel
Patient Experience Help
Import Personnel and Physicians
You can import details for one or more personnel or physicians when you update the list of practice staff. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Personnel (Non Physicians) > Import Personnel and Physicians. The Import Personnel and Physicians page opens. Select Generate CSV Header Template to download the header template. Enter a list of personnel or physicians. Note: To avoid errors while importing, ensure that the information you are entering is in the correct format and order. Select Choose File to choose the updated header template and then select Import Staff. The list of personnel and physicians is imported. Note: The status of the imported file appears in a table on the Import Personnel and Physicians page. Parent topic: Setting Up Personnel
Patient Experience Help
Setting Up Personnel
You can manage personnel information through Personnel (Non-Physicians) for your website. You can update information for personnel, import or export personnel, and manage permissions and proxies for personnel. You can set up logon information for active personnel. You can also view and update a list of personnel and physicians by location. Add Users to the NextGen PxP Portal You can add users, including non-physicians, to the NextGen® PxP Portal. You can also modify personal information, proxies, and permissions of these users. Import Personnel and Physicians You can import personnel and physician details from a comma-separated values (CSV) list. Export Personnel Details You can export a file that lists the personnel details in a practice. You can modify this file to add or remove staff members from the list. You can also import the updated list when you need to update your list of practice staff. Manage Active and Inactive Personnel You can update personnel, proxies, permissions for a
Patient Experience Help
Add Site Generator Administrators
You can create a designated administrator for the NextGen® PxP Portal solutions as a Site Generator user. You can provide access to administrators to control the website. The administrator can create other Site Generator users and provide delegate permissions. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Site Generator Users. The Manage Users page opens and lists existing users. Select Add a New User. The Manage This User page opens. Enter values in the User Information page, and then select Confirm User Changes.
