Important points related to Site Genarator permissions which impacts Practice Portal:
- Every staff member does not have access to Practice Portal.
- The Project Lead at the practice should refer to the staff list tab of the PxP Workbook for a description of practice portal use cases to help determine who at the practice should have access. This tab also includes instructions for retrieving the unique User ID and password for staff members to access Practice Portal.
- The Personnel/Non-Provider list plays three key roles with the NextGen Integration and NextGen® PxP Portal.
- For users to have access to Practice Portal with their assigned configured solutions.
- All staff users are mapped in Site Generator staff list with their assigned NextGen User ID mapped to enable current replies to patients through the NextGen® PxP Portal Inbox. If not mapped, current message responses from patient does not reach in users inbox in NextGen® PxP Portal.
- The users also need Allow API Access rights in NextGen System Administrator.
- Log on to NextGen System Administrator.
- Select the appropriate security group.
- Click Rights.
- Select Allow API Access.
- Ensure that the value for Access Rights is set to Yes.
- The group is also assigned to NextGen Admin user or scenarios that involve a workflow user with configured Ask A Staff.
- The Best Practice for Managing Solutions for the “Other” personnel type:
- Manage Solutions for Personnel Types
- Log on to Site Generator.
- From Administrator - Setup/Access, click Permissions and Personnel Types and then click Manage Permissions.
- On the Manage Solutions For Personnel Types tab, filter by 'Other' for personnel types and 'All Solutions' for available solutions.
- Select the check box for Patient Activation, Patient Forms (if used) and Patient Messaging.
Note: Question labels in the above screenshot are only checked as NextGen Admin is assigned as a workflow user.
Note: Question labels are not required unless a workflow user question is configured.
- Manage Locations for Users
- The best practice is to assign all active portal locations to all staff members to prevent limitations when Practice Portal is used for troubleshooting patient reported issues.
- Manage Solutions for Users - Select appropriate filters to filter request:
- Select personnel type as 'Other'.
- Select available solutions as 'All Solution' or choose one at a time.
- Select available locations as 'All Locations'.
- Select available users as 'All Users'.
Note: In Site Generator if all users is selected first, the user list is not reflected. To solve this, select one user in the filter dropdown for available users then select 'All Users' to reflect all users list.
Note: You must select Enable next to each user or solution so that each staff member can access the solution when they log on to Practice Portal. Otherwise, the solution is not available in Practice Portal.
When solutions -
Patient Activation,
Patient Messaging,
Patient Forms and
Family Management are configured from Site Generator, the practice is able to access the solutions in Practice Portal.
