Permission Setup Workflow: Site Generator to PxP Portal Integration

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

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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

Examples of Ask A Staff Permission Logic and Setup

Now that you have an understanding of the steps leading up to assigning permissions to users and how those permissions will effect workflows, below are some examples of how setting up different permissions can change the patient’s workflow in NextGen® PxP Portal. Different scenarios are explained to understand the workflow of Ask a Staff: Scenario/Setup One: One user and one location enabled for question - No dropdown menu for patient when question is selected in NextGen® PxP Portal. Scenario/Setup Two: One user enabled for multiple locations for question - Multi location menu dropdown reflected in NextGen® PxP Portal. Scenario/Setup Three: Multiple users, and multiple locations enabled for question - Location and provider dropdown menu reflected in NextGen® PxP Portal. One User and One Location Enabled for Question You can enable one user and one location for Ask a Staff question. One User and Multiple Locations Enabled for Question You can enable one user and multiple locations for A

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Prerequisites to Setup Permissions in Site Generator

The practice must be created in Site Generator. Physicians/Providers must be added, commonly synced into Site Generator through the Data Sync Utility, DSU. Locations must be added, commonly synced into Site Generator through the Data Sync Utility, DSU. Personnel (Non-Physician) must be added, commonly synced into Site Generator through the Data Sync Utility, DSU. Physicians/Providers, Personnel (Non-Physician), and Locations must be mapped, commonly synced into Site Generator through the Data Sync Utility, DSU. The Online Solutions used by the practice must be activated in Site Generator. Ask A Staff Labels must be created. Parent topic: Understanding Permissions in Site Generator

Patient Experience Help

Understanding Permissions in Site Generator

Site Generator permissions and their relation to rule setup in the PxP Portal Integration Tool helps you to understand and assign permissons at grannular level for users. Prerequisites to Setup Permissions in Site Generator Permission Setup Workflow: Site Generator to PxP Portal Integration Managing Permissions and Personnel Types Associating Personnel Types to Online Solutions You can associate personnel types to online solutions. Associating Locations to Physicians/Providers and Personnel You can associate locations to Physicians/Providers and Personnel. Assigning Permissions to Individual Users You can assign permissions to individual users. Using the Workflow User for Ask A Staff Setup You can use the workflow user for Ask A Staff setup. Examples of Ask A Staff Permission Logic and Setup You can setup permissions for Ask a Staff for different scenarios. Examples of Appointment Request Logic You need to select location and provider combination for the appointment request logic. Exam

Patient Experience Help

Set Up Ask A Staff Questions for Patient Communication

In Ask A Staff, which provides bi-directional patient communication, you can define an unlimited set of question labels. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Portal Solutions, select Ask A Staff. The Ask A Staff Configuration Options page opens. To add a question label, select Add a New Entry. A new row labelled Click to Edit appears. To change the label name, select Edit Label. To enable providers to prescribe medications, document CPT®, and diagnostic codes, select the corresponding Allow Clinical check box. To add providers and staff members to the NextGen® PxP Portal website, select the corresponding Specific to Individuals check box. To turn on the document attachment options, select the corresponding Allow Attachments checkbox. To set up permissions for a question label, select the corresponding Setup Permissions link. Translate Ask A Staff Questions into Other Languages You can set up different language

Permission Setup Workflow: Site Generator to PxP Portal Integration

Adding Information in Site Generator

Mapping Information

Creating Ask A Staff Labels

Setting up User Permissions

Integration Tool Rules

Recommendations

Assigning Permissions to Individual Users

Associating Locations to Physicians/Providers and Personnel

Examples of Ask A Staff Permission Logic and Setup

Prerequisites to Setup Permissions in Site Generator

Understanding Permissions in Site Generator

Set Up Ask A Staff Questions for Patient Communication

Permission Setup Workflow: Site Generator to PxP Portal Integration

Adding Information in Site Generator

Mapping Information

Creating Ask A Staff Labels

Setting up User Permissions

Integration Tool Rules

Assigning Permissions to Individual Users

Associating Locations to Physicians/Providers and Personnel

Examples of Ask A Staff Permission Logic and Setup

Prerequisites to Setup Permissions in Site Generator

Understanding Permissions in Site Generator

Set Up Ask A Staff Questions for Patient Communication