Setting Up Personnel

Patient Experience Help

Manage Active and Inactive Personnel

You can view and update the personnel information for a particular location. You can also manage the proxies, permissions, and logon information for the personnel. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Personnel (Non Physicians) > List All Personnel. The Manage Your Personnel page opens. To list the personnel based on their location, select List All Personnel by Location, and select a location from the list. The personnel list for the selected location appears. To add personnel for the selected practice, select Add New Personnel. To modify personnel details or permissions, select Edit Personnel or Manage Permissions respectively. To update logon information, select Login Info. The Manage Your Personnel Information page opens. Note: You can edit your logon information and remove a saved password on the Login info tab. You cannot set up proxies and permissions for inactive user

Patient Experience Help

Edit Personnel Information

Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. Under Administrator - Setup/Access, select one of the following: Personnel (Non-Physicians) Personnel (Non-Physicians) > List All Personnel Personnel (Non-Physicians) > List by Location The Manage Your Personnel page opens. Note: If you select List by Location, you must select a location from the Choose location list to open the personnel list. To change the Personnel (Non-Physicians) to Physicians/Providers type, do the following: Select the check box corresponding to the personnel you want change the type, and select Convert To Physicians. On the Manage Your Personnel Information page, provide all the required information, and select Update Personnel. The selected personnel now appears in the Physicians/Providers type. To make a personnel inactive, select the respective checkbox in the Active Personnel section, and then select Deactivate Personnel. To make a personnel active, s

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

Import Personnel and Physicians

You can import details for one or more personnel or physicians when you update the list of practice staff. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Personnel (Non Physicians) > Import Personnel and Physicians. The Import Personnel and Physicians page opens. Select Generate CSV Header Template to download the header template. Enter a list of personnel or physicians. Note: To avoid errors while importing, ensure that the information you are entering is in the correct format and order. Select Choose File to choose the updated header template and then select Import Staff. The list of personnel and physicians is imported. Note: The status of the imported file appears in a table on the Import Personnel and Physicians page. Parent topic: Setting Up Personnel

Patient Experience Help

Export Personnel Details

Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Personnel (Non Physicians) > Export Personnel. The Export Personnel page opens displaying the list of exported staff. Select Export Staff. The Import/Export Staff Progress page appears and displays the export status. To download the exported files, select Download Exported File. Parent topic: Setting Up Personnel

Patient Experience Help

Modify Physician Information

You can update the personal information of providers and physicians. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. In the Administrator - Setup/Access section, select one of the following: Physicians/Providers. Physicians/Providers > List All Physicians by Location. The Manage Your Physicians page opens. To change the Physicians/Providers to Personnel (Non-Physicians) type, do the following: Select the checkbox corresponding to the physician you want change the type, and select Convert To Non-Physicians. On the Edit Physician page, provide all the required information, and select Update Physician. The selected physician now appears in the Personnel (Non-Physicians) type. To activate or deactivate a physician, select a physician and then select the Activate or Deactivate buttons. Edit physician information, proxies and permissions, and logon information as needed. Parent topic: Setting Up Physicians and Providers See also Man

Setting Up Personnel

Recommendations

Manage Active and Inactive Personnel

Edit Personnel Information

Add Users to the NextGen® PxP Portal

Import Personnel and Physicians

Export Personnel Details

Modify Physician Information

Setting Up Personnel

Manage Active and Inactive Personnel

Edit Personnel Information

Add Users to the NextGen® PxP Portal

Import Personnel and Physicians

Export Personnel Details

Modify Physician Information