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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.
Prerequisites to Setup 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
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 Appointment Request Logic
In Site Generator for Appointment Request though 'Accept' combination is present, the patient can not neglect location and provider selection. The UI is designed to see location map with providers to select. Note: The Appointment Request solution cannot be manipulated to not require a location and provider combination. Locations accepted for the appointment requests configured in Site Generator require that location to be assigned to the practice in NextGen File Maintenance. Appointment Request To assign location to the practice in NextGen File Maintenance, do the following: Log on to NextGen File Maintenance. Under the Master Files list, click System. On the Master Files - System page, click Locations. Select the configured location from the locations list. On the Location Default tab, click Practices dropdown list. Select the associated practice check box from the list that is configured to accept appointment requests for NextGen® PxP Portal. NextGen File Maintenance Note: If locatio
Patient Experience Help
Examples of Prescription Renewal Logic
Prescription request does not provide an option to granularly control what locations show for a designated provider in dropdown menus. Prescription request solution uses the user’s locations assigned in Manage Locations for Users to determine how to show provider in dropdown menus when the provider is configured to accept refills in Manage Solutions for Users. Site Generator setup when one provider is configured for a location and the provider accepts prescription renewals. Manage Locations for Physicians Patient view for Rx Request in NextGen® PxP Portal - If the location selected by patient only has one provider associated, in NextGen® PxP Portal patient is not required to choose provider after the location selection but the provider selected is shown in the confirmation screen. Rx Request Rx Request_Provider Note: Some solutions are designed to operate a specific way based on design. If the solution does not meet the clients need, practice should consider inactivating the solution.
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
Add Physicians and Providers
Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Physician/Providers > Add Physician. The Add Physician page opens. Enter values in the Personal Information, Permissions and Porxy Information, and Login Information areas. Select Add Physician. Note: The status of an added physician is inactive. To activate the physician, contact the NextGen Healthcare Support team. Parent topic: Setting Up Physicians and Providers
