View Permission Reports

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

Patient Experience Help

Managing Permissions and Personnel Types

You can add personnel types and manage permissions and solutions for Personnel (Non-Physicians) and Physicians/Providers types. After you set up permissions, only personnel who qualify based on the permission criteria can enter your website. To add a a personnel type that is not available in the list, contact the NextGen® PxP Portal Integration team. Add Personnel Types and Manage Permissions You can add and manage the permissions for different personnel types. View Permission Reports You can view a comprehensive report for all the active solutions and locations.

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

Patient Experience Help

View and Update information for Active and Inactive Physicians

You can view and update an active or inactive physician's information for a particular location. You can also manage permissions, proxies, and logon information for physicians. Open Site Generator, and then select NextGen Healthcare Site Administration. The Site Generator page opens. From Administrator - Setup/Access, select Physicians/Providers > List All Physicians. The Manage Your Physicians page opens and lists the active and inactive physicians. Select List All Physicians by Location to view the list of all physicians in their respective locations. Modify physician information as needed by using Reorder Physicians, Edit Physician, Manage Proxies, User Grid, or Login Info. Parent topic: Setting Up Physicians and Providers See also Add Personnel Types and Manage Permissions Import Personnel and Physicians Export Personnel Details Add Physicians and Providers

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

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

View Permission Reports

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Add Personnel Types and Manage Permissions

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Add Personnel Types and Manage Permissions

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Add Users to the NextGen® PxP Portal