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 whether the secure lookup feature is enabled.
