Add Users

In the left pane of System Administrator, select the group that you want to assign the new user to.
Right-click the group, and select New User.
The General tab displays boxes to enter the user details.
Enter the last name, first name, and middle name of the user.
In the Privacy Level field, enter a number (for example, 0, 1, or 2) to indicate the level of access to patient records.
Enter the user's employee number, which can be any user-defined number.
Enter the user's credentials, such as MD.
Use this field if your practice has users with credentials who are not providers. NextGen® Enterprise documents and reports can display the credentials.
To provide details about the provider, do the following:
1. Assigned Provider. Select the provider assigned to the user.
  
  The selected provider is automatically selected for the user upon authenticated logon at runtime. Select a provider only if you want the user to always be associated with the assigned provider— for example, an assistant who works only with a specific surgeon.
  
  Note: If your practice uses Provider Approval Queue (PAQ), you must select an assigned provider for each applicable user. The providers in this list have been selected as rendering providers on the Practice tab in the Provider master file within the same enterprise and practice as the user you are adding.
2. Provider Relationship. Select the type of relationship between the user and provider.
  
  Note: If your practice uses PAQ, you must select the appropriate provider relationship for each applicable user. If the user needs to use PAQ, enter their name in the name fields, and set Provider Relationship to Self.
3. If the relationship was temporary, enter the start date and end date of the relationship with the provider.
To provide the user's email details, do the following:
1. Enter the user's email address and password for the external email system, such as Outlook®, that is used for the Workflow module.
2. Enter the email account profile name for the user on your company's server.
Enter the information the user needs to log on to the NextGen Healthcaremodules.
1. Logon Name. Enter an ID with 6 to 12 alphanumeric characters.
2. Password. Enter a password with 6 to 12 alphanumeric characters. You can also use any of the following characters.
  
  ! " ' ( ) , - . : ; ? [ ] / \
3. Confirm Password. enter the password again.
  
  Note: The allowable characters are determined by global password requirements.
To configure the password settings, do the following:
- User can change password. Select this check box to allow users to change the password.
- Force new password at next logon. Select this check box to force the user to select a new password the next time they log on.
- Password expires. Select this check box if your company's policy requires the user's logon password to be changed on a regular basis. Then, in Password Expires, enter the date that the password will expire. This date overrides the global expiration date.
In Members, select any additional groups that you want the user to be part of.

Note: The list contains only the groups within the user's practice. The group you are placing the user in is already selected.
In User Licensing, select the products that you want the user to have access to.
To enable a general user to enter medication, laboratory, and diagnostic orders for the eligible provider,
1. Select the corresponding check boxes in the Credentialed Staff section.
2. In Effective Date, enter the date when the user became a credentialed user. The Expiration Date field is optional.
Note: Credentialed staff cannot set up providers. The Credentialed Staff options on the window are disabled when credentialed staff try to set up a user with the Self provider relationship.
To limit the user's access to patient information, set up the user's Inclusion/Exclusion List.
If you are licensed for the NextGen® Optical Management application and the user is an optician or technician, select the Optical Management User check box.
In NextGen® Optical Management, this user's name appears in the User/Tech list when someone enters information for an order.
In App Launcher Application Access, select the applications that you want the user to access from App Launcher.
A check mark appears next to the application name.
Note: If an application name is disabled, then all users can access the application. To make the disabled applications available, you must first remove the global access.
Select Save.
The system assigns an ID to the user. This ID appears in the User ID field the next time you view this user's details.
You can review and update all user information, review rights granted to the user, view and update the user's preferences, set up patient sharing, and remove and delete the user.

Add Users

In the left pane of System Administrator, select the group that you want to assign the new user to.
Right-click the group, and select New User.
The General tab displays boxes to enter the user details.
Enter the last name, first name, and middle name of the user.
In the Privacy Level field, enter a number (for example, 0, 1, or 2) to indicate the level of access to patient records.
Enter the user's employee number, which can be any user-defined number.
Enter the user's credentials, such as MD.
Use this field if your practice has users with credentials who are not providers. NextGen® Enterprise documents and reports can display the credentials.
To provide details about the provider, do the following:
1. Assigned Provider. Select the provider assigned to the user.
  
  The selected provider is automatically selected for the user upon authenticated logon at runtime. Select a provider only if you want the user to always be associated with the assigned provider— for example, an assistant who works only with a specific surgeon.
  
  Note: If your practice uses Provider Approval Queue (PAQ), you must select an assigned provider for each applicable user. The providers in this list have been selected as rendering providers on the Practice tab in the Provider master file within the same enterprise and practice as the user you are adding.
2. Provider Relationship. Select the type of relationship between the user and provider.
  
  Note: If your practice uses PAQ, you must select the appropriate provider relationship for each applicable user. If the user needs to use PAQ, enter their name in the name fields, and set Provider Relationship to Self.
3. If the relationship was temporary, enter the start date and end date of the relationship with the provider.
To provide the user's email details, do the following:
1. Enter the user's email address and password for the external email system, such as Outlook®, that is used for the Workflow module.
2. Enter the email account profile name for the user on your company's server.
Enter the information the user needs to log on to the NextGen Healthcaremodules.
1. Logon Name. Enter an ID with 6 to 12 alphanumeric characters.
2. Password. Enter a password with 6 to 12 alphanumeric characters. You can also use any of the following characters.
  
  ! " ' ( ) , - . : ; ? [ ] / \
3. Confirm Password. enter the password again.
  
  Note: The allowable characters are determined by global password requirements.
To configure the password settings, do the following:
- User can change password. Select this check box to allow users to change the password.
- Force new password at next logon. Select this check box to force the user to select a new password the next time they log on.
- Password expires. Select this check box if your company's policy requires the user's logon password to be changed on a regular basis. Then, in Password Expires, enter the date that the password will expire. This date overrides the global expiration date.
In Members, select any additional groups that you want the user to be part of.

Note: The list contains only the groups within the user's practice. The group you are placing the user in is already selected.
In User Licensing, select the products that you want the user to have access to.
To enable a general user to enter medication, laboratory, and diagnostic orders for the eligible provider,
1. Select the corresponding check boxes in the Credentialed Staff section.
2. In Effective Date, enter the date when the user became a credentialed user. The Expiration Date field is optional.
Note: Credentialed staff cannot set up providers. The Credentialed Staff options on the window are disabled when credentialed staff try to set up a user with the Self provider relationship.
To limit the user's access to patient information, set up the user's Inclusion/Exclusion List.
If you are licensed for the NextGen® Optical Management application and the user is an optician or technician, select the Optical Management User check box.
In NextGen® Optical Management, this user's name appears in the User/Tech list when someone enters information for an order.
In App Launcher Application Access, select the applications that you want the user to access from App Launcher.
A check mark appears next to the application name.
Note: If an application name is disabled, then all users can access the application. To make the disabled applications available, you must first remove the global access.
Select Save.
The system assigns an ID to the user. This ID appears in the User ID field the next time you view this user's details.
You can review and update all user information, review rights granted to the user, view and update the user's preferences, set up patient sharing, and remove and delete the user.

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