Case Management Operation

Subgroup	Used in	Description
Allow to mark case as private	NextGen® Enterprise EHR	Enables users to protect patient medical information by marking cases as private.
View cases marked as private	NextGen® Enterprise EHR	Enables users to view cases that are marked as private.

System Administrator Help

EHR Documents Operation

The NextGen® Enterprise EHR Documents Operations Subgroup in the System Administrator application enables users to perform actions in Document Builder. Subgroup Used in Description Add Document Addendums NextGen® Enterprise EHR Enables users to add an addendum to a previously approved patient document in the TX Text document viewer only. Note: : The Save As RTF Universal Preference must be set to True. Edit Category Selections NextGen® Enterprise EHR Enables users to add a document to a category while they are generating the document. Export NextGen® Enterprise EHR Enables users to export NextGen® Enterprise EHR documents from one NextGen database to another. Import NextGen® Enterprise EHR Enables users to import NextGen® Enterprise EHR documents into a NextGen® Enterprise database from another NextGen® Enterprise database. Parent topic: Subgroups of the Operations Permissions Group

System Administrator Help

NextGen® Enterprise EHR Practice Alert Management Operation

The NextGen® Enterprise EHR Practice Alert Management Operations subgroup in the System Administrator application enables users to add, edit, and remove practice defined alerts from the Alerts module. The NextGen® Enterprise EHR Practice Alert Management Operations are used in NextGen® Enterprise EHR. Parent topic: Subgroups of the Operations Permissions Group

System Administrator Help

Patient Sync Operation

Subgroup Used in Description Administrator Login NextGen® Enterprise EHR Enables users to access the Patient Sync Administrator. Client Login NextGen® Enterprise EHR Enables users to access the Patient Sync Client. Client Options Setup NextGen® Enterprise EHR Enables users to set up the client options. Patient Mapping Setup NextGen® Enterprise EHR Enables users to access the setup process for patient mapping. Server Directory Setup NextGen® Enterprise EHR Enables users to set up the server options Table Group Setup NextGen® Enterprise EHR Enables users set up privileges for table groups TCP/IP Setup NextGen® Enterprise EHR Enables users to set up the TCP/IP configurations. Parent topic: Subgroups of the Operations Permissions Group

System Administrator Help

Chart Copy Operation

The Chart Copy Operations subgroup in the System Administrator application enables users to copy patient charts between practices. The Chart Copy Operations are used in NextGen® Enterprise EHR. Parent topic: Subgroups of the Operations Permissions Group

System Administrator Help

ERA Operation

Subgroup Used in Description ERA Posting NextGen® Enterprise PM Enables users to access the ERA Posting option from the File > Processes menu so they can post electronic remittance files from payers. Parent topic: Subgroups of the Operations Permissions Group

Help Guide for NextGen® Enterprise PM 8

Modify Case Management Rights

Access the System Administrator application. Select a group, and then select the Rights tab. Under Modules, select Case Management. You can set the ability for the group to view, add, and modify cases. This right affects both NextGen® Enterprise EHR and NextGen® Enterprise PM users. If you use NextGen® Enterprise EHR, then under Operations > Case Management, set the following rights: Allow to mark case as private to enables users to protect patient medical information by marking cases as private. View cases marked as private to enables users to view cases that are marked as private. If you use NextGen® Enterprise EHR, then under Operations, set Case Management - Show EHR Problem list. If you select Yes, then when users are selecting a diagnosis for a case in NextGen® Enterprise EHR or NextGen® Enterprise PM, the Search Patient EHR Problem List check box appears. The search expands to include any diagnoses listed in the Patient_Diag table to the case and the user can attach them to the

Case Management Operation

Recommendations

EHR Documents Operation

NextGen® Enterprise EHR Practice Alert Management Operation

Patient Sync Operation

Chart Copy Operation

ERA Operation

Modify Case Management Rights

EHR Documents Operation

NextGen® Enterprise EHR Practice Alert Management Operation

Patient Sync Operation

Chart Copy Operation

ERA Operation

Modify Case Management Rights