Assign Rights for the Secure Lookup Feature

System Administrator Help

Enable Secure Lookup Feature

When the secure lookup feature is enabled, users can perform secure lookups by entering a person's birth date or Social Security number. A search that uses the L4DSSN or secure Birth Date field shows results from within the current MPI at the system level. If the NextGen application is set for single MPI, secure lookups are already enabled by default. If the application is set for multiple MPI, you must enable the feature. Enabling the feature can affect both generic and secure searches. For example: The access to person demographics is limited to just the practice level for generic lookups (regardless of the MPI definition). When the MPI is defined at the enterprise level, enabling the secure lookup features limits the result sets of generic lookups (non-secure lookups) to just the demographics belonging to the practice that the user is logged in to. By establishing and assigning practices to associations, the associated practices' demographic records are still included regardless of

System Administrator Help

Secure Lookup Feature

If a person record does not display on thePeople/Patient Lookupwindow when you perform a search, you can perform a secure lookup to search for the record. This kind of lookup enables you to search for a person record by using the last four digits of the person's Social Security number (L4DSSN) or birth date. To use this feature, you must enter the last four digits of the person's Social Security number or the birth date and at least a partial first and partial last name. Note: When you conduct a secure search, the entire MPI is searched for the record. Parent topic: Secure Lookups and the MPI

Help Guide for NextGen® Enterprise PM 8

Searching for Patients or Persons with Secure Lookup

Searching for Patients or Persons with Secure Lookup Searching for Patients or Persons with Secure Lookup You can perform a secure lookup for patients or persons not directly associated with your practice by entering their birth date or the last four digits of their social security number in the Patient/People Lookup window. You can also use secure lookup to provide additional means of authentication. To use secure lookup, you must meet the following requirements: The secure Birth Date and Social Security fields must be configured in System Administrator. These secure lookup fields have indicator next to the field name. The Enable Secure Lookup right must be set up in System Administrator. To search by L4DSSN, the patients or persons you are searching for must have their social security numbers stored in the database. For more information on secure lookup, go to NextGen Healthcare Success Community, and download the latest System Administrator Guide for NextGen Enterprise. Search for P

Help Guide for NextGen® Enterprise PM 8

Search for Patients with Secure Lookup

In NextGen® Enterprise PM, open the Patient/People Lookup window, and then do one of the following: Enter the last four digits of the patient's social security number in the L4DSSN field. Enter the patient's date of birth in the Birth Date field. Enter the patient's first name and last name. If you do not know the complete first and last names, you can enter part of each name or only the initials. Select Find. The Patient/People Lookup window displays the results of your search. To select the patient, select OK. Parent topic: Searching for Patients or Persons with Secure Lookup

NextGen® Enterprise EHR Help

Person and Patient Lookup in NextGen® Enterprise EHR

This section provides information on the following topics in NextGen® Enterprise EHR: The difference between a person and a patient in the database How to look up a person or patient using specific search criteria How to customize the sort and display of the lookup results How to search for a person or patient using the secure lookup functionality How to access a restricted patient record in a medical emergency How to access a patient in NextGen® Enterprise PM The use of practice associations in controlling patient access How to access patients based on an Inclusion or Exclusion list How to view a list of other users who are accessing the same patient chart Identifying Persons and Patients You can distinguish patients and non-patients in a practice by different icons. You can view recorded non-clinical information of patients or non-patients in NextGen® Enterprise EHR and NextGen® Enterprise PM. Find a Patient in NextGen Enterprise EHR You can find a patient using Patient Lookup. Searc

Help Guide for NextGen® Enterprise PM 8

Setup Access Rights for Group Scheduling

To work with patient groups, group appointments, and group encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, users must have security access rights in System Administrator. Access System Administrator. The NextGen System Administrator window opens. On the left, select to expand an enterprise and then a practice. Select a user group within the practice. Select the Rights tab. To enable users to add or modify Patient Groups in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, and then select Patient Group. In the Access Rights section, select Yes. To enable users to schedule Group Appointments in NextGen® Enterprise PM, do the following: Select to expand Modules, then expand Scheduling, and then select Appointments. In the Access Rights section, select Add. To enable users to create Group Encounters in NextGen® Enterprise PM and NextGen® Enterprise EHR, do the following: Select to expand Operations, then expand Encounters,

Assign Rights for the Secure Lookup Feature

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Person and Patient Lookup in NextGen® Enterprise EHR

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Searching for Patients or Persons with Secure Lookup

Search for Patients with Secure Lookup

Person and Patient Lookup in NextGen® Enterprise EHR

Setup Access Rights for Group Scheduling