Add Existing Users to a Single Group

System Administrator Help

Assign a User to Groups in the Same Practice

When you create a user in one group, you can add that same user to additional groups in the same practice. Note: If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Double-click the user. The user information displays. Select Update. Parent topic: Adding Existing Users to Other Groups

System Administrator Help

Assign a User to Groups within Any Enterprise

After you create a user in one group, you can add that same user to additional groups in any practice within any enterprise that you have the security rights to access. Note: If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Select the user that you want to assign the groups to. Right-click the user, then select User/Group Assignment. The Find Groups window displays all the groups that you have the permissions to access. The check box is selected for each group that the user is already a member of. To change the number of groups in the list, select one of the following: To see the complete list, select All. To see only the groups assigned to the user, select Assigned to User. This option is helpful if you want to remove the user from multiple groups at once. To see only the groups assigned to the user, select Unassigned to User. This option is helpful if you want to add the user to multiple gr

System Administrator Help

Adding Existing Users to Other Groups

After you create a user in one group, you can add the user to additional groups within the same practice, in different practices in the same enterprise, or in practices in other enterprises. You can add users to groups by doing any of the following: Add users to a single group. See, Add Existing Users to a Single Group. Assign one or more groups from the same practice to a single user. See, Assign a User to Groups in the Same Practice. Assign one or more groups from any practice in any enterprise to a single user. See, Assign a User to Groups within Any Enterprise. If a user is assigned to more than one group, the user inherits the rights and permissions of all of the groups to which he or she is assigned. Therefore, if the user belongs to multiple groups, some of which have a particular right and some that don't, the user gains access to the right. Add Existing Users to a Single Group Assign a User to Groups in the Same Practice Assign a User to Groups within Any Enterprise Parent top

System Administrator Help

Add Existing Groups to a Practice

You can add existing groups from one practice to another. When you add existing groups to a practice, the group security rights are copied over but none of the users originally assigned to the groups are copied over. This method of adding groups is useful when you need to add a lot of groups to a new practice. Select a practice to add the existing groups. Right-click the practice, then select Add Existing Groups. The Select Group window appears. Expand the appropriate practice, and then select the check boxes of the groups you want to add to the practice. Note: If you want to select all groups in a practice, select the check box for the practice. Select Add. A message asks if you are sure you want to add the selected groups. Select Yes to add the existing group to the selected Practice. Select Exit to save the group to the practice. Add users to the groups by either creating new users or adding existing ones. See Add Existing Users to a Single Group. Parent topic: Groups

Help Guide for NextGen® Enterprise PM 8

Add Members to a Patient Group

The Members tab on the Patient Group window enables you to add patients with charts to the group. When you add a person without a chart, you are prompted to create their chart during the process. You can also manage existing future group appointments for the added members. Access Patient Groups. The Patient Group Search window opens. Search for a Patient Group. From the Matching Records section of the Patient Group Search window, select a group and then do one of the following: Select Open. Select Open Menu and select Open. Right-click and select Open. Select the Members tab. Note: Programs display for a patient when their Program Enrollment Date is on or before the current system date (today) and their Program Discharge Date is on or after the current system date or blank. The Member List displays all patients in the group with the following information: Name Birth Date Home Phone Medical Record Number Date Added Programs Expired Indicator (Y or N); Expired patients display in red tex

System Administrator Help

Find Users

You can locate a user in a specific security group within a practice. On the Edit menu, select Find. The Find window appears. Under Find By, select whether you want to search by last name, first name, or user ID. The name of the field below this criteria updates to match your selection. Enter the search criteria in the field. Select Find Now. The search results list the matching user names along with the practices and the security groups that they are in. If users are deactivated, their names display along with the practices and security groups that they last belonged to. If the user you are searching for is not listed, select New Search, and then repeat the previous steps for entering new criteria. In the User list, do one of the following: Double-click the user you want to locate. Select the user you want to locate, then select OK. The user name is highlighted in the practice and security group that it is located in. Parent topic: Organizing Your Internal Structure

Add Existing Users to a Single Group

Recommendations

Assign a User to Groups in the Same Practice

Assign a User to Groups within Any Enterprise

Adding Existing Users to Other Groups

Add Existing Groups to a Practice

Add Members to a Patient Group

Find Users

Assign a User to Groups in the Same Practice

Assign a User to Groups within Any Enterprise

Adding Existing Users to Other Groups

Add Existing Groups to a Practice

Add Members to a Patient Group

Find Users