Add a New Group

System Administrator Help

Rights and Permissions

After you add a group to a practice, you must determine the access rights for the group to enable the users to access the NextGen® Enterprise application applicable to their roles. Rights and permissions can be given only at the group level. All users added to a group automatically inherit all the rights and permissions of the group. A user inherits the rights and permissions of all the groups to which they are added. The MODULES permission group provides the list of programs that perform a task. The MODULES permission group enables you to set specific rights for each module and in some cases components of the module. You can choose the following when setting up permissions in the MODULES group. View Add Update Delete Print The OPERATIONS permission group lists the actions or tasks that are carried out within a module by the user. The OPERATIONS permission group enables you to grant or deny rights related to some of the functions of the system by selecting the Yes or No check boxes. MO

System Administrator Help

Users

You must set up all users before they can use the system. A user must belong to a group. Although the System Administrator application supplies you with a default enterprise, practice, group, and user, you should complete the setup of your own enterprise structure before you add users. Add Users You can create a new user in System Administrator and define properties such as the name, email password, and provider relationship. Adding Existing Users to Other Groups Add External Systems for Users LDAP and Windows Integrated Authentication Parent topic: Organizing Your Internal Structure

System Administrator Help

Restrict Access at the Case Level

You can restrict security at the case level according to Diagnosis Category, Employer, Location, Market, Payer, Case Type, and Case Category. The kinds of items you can restrict come from the following areas: Diagnosis category master file Employer master file Location master file Case Market master list Payer master file Case Type master list Case Category master list If a case contains any of the selected items that are marked for restriction, the entire case becomes unavailable for viewing by users of the group. For example, a list of restricted locations can be maintained for each group. If it is documented that a patient's case is associated with "Community Medical Center" and Community Medical Center is set as restricted in the System Administrator, then the case is marked as private. Cases marked as private are suppressed if the case data has been designated as restricted for that user group. All of the contents of an encounter associated with a private case do not display in th

File Maintenance Help for NextGen® Enterprise 8

Set User Preferences Rights

You can determine whether users can change their own User Preferences in NextGen® Enterprise PM. If these rights are enabled and you apply default user preferences to the users, then the users can change the preferences. If you disable the rights, the users are restricted from making changes. Open System Administrator. Select a group. On the Rights tab, select: Under OPERATIONS > Preferences > Location, set whether the users can access the location User Preferences to set up preferred locations. If this Operations right is turned off, then the Locations menu item in NextGen® Enterprise PM (under Admin > Preferences > User) is disabled. Under OPERATIONS > Preferences > Scheduling, set whether the users can access the scheduling User Preferences. If this Operations right is turned off, then the Scheduling menu item in NextGen® Enterprise PM (under Admin > Preferences > User) is disabled. Under OPERATIONS > Preferences > User, set whether the users can access the general User Preferences.

System Administrator Help

User Preferences

User Preferences contain the: same list of preferences as Universal Preferences. However, user Preferences override Universal Preferences. For details about each of these preferences, see Universal Preferences. same fields that assign the NextGen® Enterprise PM User Prefs master files to the user that are on the Groups > General tab. Selections in these fields override any selections made previously on the Locations tab, at the group level, or at the user level in the NextGen® Enterprise PM User Preferences. Select the required user. Select the Preferences tab. In the list on the left side of the Preferences tab, select the folder you want to set up. The list on the right side updates to display all available preferences in the folder and any defined values. In the Preference column, double-click the preference you want to set up. A window for the selected preference appears. Select the desired value for the preference. If you want to assign default settings for this user's User Prefer

File Maintenance Help for NextGen® Enterprise 8

Default User Prefs - Locations

You can select default preferred locations for all users that the user preference is assigned to. In all the location lists in NextGen® Enterprise PM, the preferred locations display above the non-preferred locations. If your practice has a lot of locations, then setting the preferred locations helps users to quickly select the locations they use most. The Locations tab displays only when you have more than one location set up for the practice. Note: You can use the System Administrator application to set the preferred locations for a specific user. To select preferred locations for a user: From the Master Files - Practice list, select Default User Prefs - Locations. The Default User Prefs - Locations List window opens. Do one of the following: To add a new item, select Open Menu , and then select New. To modify an existing item, select the item in the list, select Open Menu , and then select Open. You can also double-click to open the item. The Default User Preferences - Locations win

Add a New Group

Recommendations

Rights and Permissions

Users

Restrict Access at the Case Level

Set User Preferences Rights

User Preferences

Default User Prefs - Locations

Rights and Permissions

Users

Restrict Access at the Case Level

Set User Preferences Rights

User Preferences

Default User Prefs - Locations