Associating Personnel Types to Online Solutions

Patient Experience Help

Associating Locations to Physicians/Providers and Personnel

After the online solutions are associated with the configured personnel types, click Manage Locations For Users tab to associate locations to users. On the Manage Solutions by Personnel Type page, the Manage Locations For Users tab enables you to: Filter by personnel types Filter by locations Filter by users Associate the location to the individual user (depends on the location of their work and the facilities they are responsible for and so on). Manage Location for Users You can update and manage location- specific information for a practice. Parent topic: Understanding Permissions in Site Generator

Patient Experience Help

Assigning Permissions to Individual Users

After the online solutions are associated with the configured personnel types and the locations for each user, click Manage Solutions For Users tab to assign permissions for each individual user. This dictates whether the Physician/Providers/Personnel is displayed in the NextGen® PxP Portal for that solution’s workflow. It also dictates whether the user has permission to that solution within Practice Portal. The Manage Solutions For Users tab enables you to: Filter by personnel types Filter by solution Filter by locations Filter by users Grant permission to the individual user: Accept - Enabled for Solution. Appointment Request and Prescription Renewal uses the “Accept” permission which enables the user to display in portal to patients while using those workflows Enable - Enabled for Solution All labels created for Ask A Staff will have separate permissions to be configured. The “Enable” permission enables the user to display in portal to patients while using those workflows Other onli

Patient Experience Help

Managing Permissions and Personnel Types

You can add Personnel Type and manage permissions and solutions for Personnel (Non-Physicians) and Physicians/Providers. After you set up the permissions, only those personnel who qualify the permission criteria, can enter your website. To add a Personnel Type that is not available in the list, contact NextGen® PxP Portal Integration team. Add Personnel Type and Manage Permissions Parent topic: Understanding Permissions in Site Generator

Patient Experience Help

Permission Setup Workflow: Site Generator to PxP Portal Integration

Adding Information in Site Generator People like Locations, Physicians/Providers, and non-physician personnel are added to the Site Generator. Mapping Information The added Locations, Physicians/Providers, and personnel are linked or mapped within the Site Generator. Creating Ask A Staff Labels Special labels called Ask A Staff are generated. Setting up User Permissions Users are configured with specific permissions, like Enable/Accept, in order to make them available for selection when patients want to send messages on the portal. Integration Tool Rules In the Integration Tool, rules are established to decide where and to whom messages should be sent. This is based on the location and person the patient chose on the portal. Parent topic: Understanding Permissions in Site Generator

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

Add Personnel Types and Manage Permissions

You can set up permissions for the personnel type. You can also remove any unused personnel type. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Permissions and Personnel Types. The Manage Your Group Personnel Types page opens. In the Add A Personnel Type area, select a personnel type from the list, and then select Add Personnel Type. The Manage Solutions For Personnel Types tab of the Manage Solutions by Personnel Type page opens. Select options from the personnel type and solutions list. A table appears and displays the selected personnel type and solution. Select the checkbox in the table to add the personnel type to the Manage Your Group Personnel Types page. To modify solutions or permissions, select Manage Solutions or Manage Permissions. The Manage Solutions for Users tab of the Manage User Permissions page opens. Select options from the personnel type, solution, location, and

Associating Personnel Types to Online Solutions

Recommendations

Associating Locations to Physicians/Providers and Personnel

Assigning Permissions to Individual Users

Managing Permissions and Personnel Types

Permission Setup Workflow: Site Generator to PxP Portal Integration

Add Personnel Type and Manage Permissions

Add Personnel Types and Manage Permissions

Associating Personnel Types to Online Solutions

Associating Locations to Physicians/Providers and Personnel

Assigning Permissions to Individual Users

Managing Permissions and Personnel Types

Permission Setup Workflow: Site Generator to PxP Portal Integration

Add Personnel Type and Manage Permissions

Add Personnel Types and Manage Permissions