Managing Permissions and Personnel Types

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

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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

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

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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 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. Parent topic: Setting Up Personnel

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

Managing Permissions and Personnel Types

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Managing Permissions and Personnel Types

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Add Personnel Type and Manage Permissions